Mortgage Relief Processor Jobs

Work Schedule: Mon–Fri, 9:00 AM–6:00 PM

Location: 300 NW 12th Avenue Miami, FL 33128, office preferred / potentially remote

Summary

The Mortgage Relief Processor is responsible for determining client eligibility for financial assistance.

Applicant will work under the guidance of Lead Counselor and will report directly to the Program Manager:

• Available to work evenings, weekends and maintain a flexible work schedule.
• Provide production reports to Lead Counselor.
• Completing data entry in case management software. All information listed on intake form must be entered completely. Record all verbal and written communications into database to document all events - update log after each meeting or conversation with client. Ensure information is kept up to date and current at all times.
• Establish strong business relationships which generate referrals.
• Review client file to ensure the household is income eligible.
• Achieve monthly production goals agreed upon with the Program Manager.
• Communicate with clients regarding follow up questions/ concerns via phone/ email.
• Assist the Lead Counselor with assigned special projects and other tasks deemed necessary to achieve overall goals and operate a successful program.
• Participate in external events, trainings, and seminars that will assist in daily duties and responsibilities.
• Maintain customer and program files according to our organization workflows. New documents to be scanned and filed in our cloud base on a daily basis according to our workflow process.

Experience and Qualifications

• Good written and verbal communication skills.
• Working knowledge of audio/visual equipment.
• Ability to work with people of diverse backgrounds.
• Bilingual preferred (Spanish/Haitian Creole)
• Ability to use basic spreadsheet and word processor programs, preferable the Microsoft Office 365.
• Ability to maintain a professional appearance and relationship with customers.
• Associates Degree in the area of business or related field, preferred.
• One to two years experience in homeownership, lending or foreclosure counseling or intake, familiarity with mortgage terms and documents

Skills and Qualities

• Highly self-motivated individual who is capable of working independently with minimum supervision and who can work also as a productive team member.
• Creative, practical and possess strategic problem-solving skills.
• Ability to work with clients, partners, and staff of diversified backgrounds with a positive, optimistic and goal-oriented attitude.
• Multi-tasked individual capable of handling several items at a time while continuing day-to-day operations.
• Ability to maintain a professional and cordial attitude at all times.
• Detail-oriented and ability and willingness to learn new skills in a quick and efficient manner.

Compensation

• Pay dependent on experience
• Must pass background check
• Continued employment dependent on funding and organizational needs
• Contract Position

Please email resume to:
Attn: Heather Boyd at
[email protected]