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The Assumption Specialist plays a critical role in the organization by performing a range of activities related to assumption operations. The role is responsible for processing assumptions applications for solar and battery loans when changes in property ownership occur. Additionally, the role is responsible for handling incoming phone calls from the GoodLeap dedicated toll free line and emails by addressing customer questions and concerns.
Job Responsibility:
Receive assumption request applications and prepare preliminary paperwork
Prepare correspondence using templates to request missing documents and confirm receipt of information
Create new Loan Assumption Agreements and manage the execution of the Agreements using DocuSign
Follows through with closing procedures to ensure timely activation of new loan
Answer Assumptions emails utilizing group email ticketing system
Answer incoming customer calls and assist them with their needs.
Requirements:
Ability to manage multiple tasks/projects and deadlines simultaneously
Ability to identify and resolve/escalate problems
Excellent interpersonal, verbal, and written communication skills
General understanding of the mortgage and consumer finance industry a plus
Prior work experience in customer service positions is preferred
Proficient computer skills, especially Microsoft Office applications
Bilingual Spanish/English required.
Nice to have:
General understanding of the mortgage and consumer finance industry a plus
Prior work experience in customer service positions is preferred.