Strategic Experience Specialist
Job Summary
A company is looking for a Strategic Experience Specialist for their Pro Team.
Key Responsibilities:
- Partner with customers to gather required documentation for loan applications
- Act as a pipeline manager for a large number of loans through the origination process
- Review loan files for accuracy and completeness, identifying potential bottlenecks
Required Qualifications:
- 1-2 years of sales or mortgage experience
- Proficiency in Salesforce or similar CRM applications
- Previous experience in banking or financial services is a plus
- Strong understanding of loan structuring, underwriting processes, and regulatory requirements
- Preferred Associate's or Bachelor's degree in business or related field
Complete Job Description
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