CMG Financial is hiring a Quality Assurance Specialist for our AIO (All In One Loan®) Finance department. This team member will perform quality assurance (QA) audit functions, including client calls to confirm understanding and accuracy of loan set-up, and communicate with sales teams internally. This role is unique within the organization, as well as the lending industry, and is critical to increasing client and Company success with the product.
The All In One Loan® is a proprietary mortgage product engineered by CMG Financial in 2005 that combines home financing and personal banking into a single financial platform, to help homeowners reduce lifetime interest expense by tens of thousands of dollars, accelerate payoff and live more securely.
ESSENTIAL DUTIES and RESPONSIBILITIES, includes the following responsibilities, but not limited to:
Prior to Closing QA Process:
Prior-to-QA call file review for input and set-up accuracy
Engages sales and operations team members with required corrections
Client call to ensure program set-up accuracy and understanding of expectations
Update systems accordingly and communicate with Loan Teams and clients
Post Closing Servicing Onboarding Tracking, Communication and Reporting:
Send “Congratulations and What to Expect” communications from Byte/IDS on each closed loan.
Update systems with loan servicing onboarding information
Communicate with department members and escalate servicing issues as needed
QUALIFICATIONS AND EXPERIENCE:
Preferred location in Central Time Zone (but not required)
A minimum of two year’s mortgage experience is highly preferred
Excellent verbal and written communication skills
MS Office skills including WORD, Excel, PowerPoint and Teams
Versatility and flexibility within an ever-changing environment
Strong initiative and ability to work on own
Ability to deal effectively with a diversity of individuals
Ability to handle repetitive tasks and collaborate with team
Ability to manage occasional client and Loan Officer impatience
Good judgment with the ability to make timely and sound decisions
Creative, flexible, and innovative team player
PHYSICAL and ENVIRONMENTAL CONDITIONS: Remote home office location, standard company equipment, including work at a computer terminal. Internal meetings require on-camera participation (Company Policy). Must be open to work overtime to complete assigned tasks. Flexibility to work overtime to meet daily task requirements.
SUPERVISORY RESPONSIBILITIES:
Direct Reports: N/A
CMG pays a competitive salary which ranges from $50,000 - $60,000. Factors that affect base salary may include: Administrative/clerical experience, mortgage experience, experience working with the AIO Loan product, excellent communication skills, knowledge of mortgage industry, computer skills, customer service experience, and education.