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The Loan Experience Specialist (LES) serves as the communication hub for all parties involved in the mortgage process. This role requires performing a high volume of inbound and outbound communications—including calls, emails, and chat messages—with agents, clients, loan officers, title companies, and other stakeholders. The LES ensures that every party receives timely, accurate, and clear information throughout the loan process. This position demands a proactive communicator who responds urgently, balances multiple communication channels effectively, and prioritizes delivering a positive, seamless experience from application through closing. The LES plays a vital role in building trust, reducing client stress, and maintaining transparency across every stage of the transaction. This position replaces the traditional mortgage processor role with a more client-facing focus, ensuring every borrower and partner feels informed and supported through consistent, high-quality communication.
Job Responsibility:
Manage a high volume of inbound and outbound communications (calls, emails, and chat messages) with clients, agents, loan officers, and other partners throughout the loan process
Provide accurate, timely updates on loan milestones and next steps, ensuring all parties stay informed and confident
Request, track, and verify receipt of required documentation while coordinating with internal teams (vendors, underwriters, and closers) to meet deadlines
Review and ensure all documentation and underwriting conditions are complete, accurate, and compliant—communicating requirements clearly to clients and all parties involved
Maintain organized and detailed communication records and loan status updates within the loan origination or CRM system
Respond to all inquiries urgently and professionally, balancing multiple communication channels while maintaining accuracy and service quality
Identify communication gaps or process delays and proactively suggest improvements to enhance efficiency and overall client experience
Demonstrate full ownership of each client’s experience, promoting transparency, empathy, and trust from application to closing
Providing additional support functions as may be needed
Requirements:
Excellent verbal and written communication skills with the ability to manage a high volume of conversations daily
Strong sense of urgency and accountability to follow up on tasks and close communication loops quickly
Organized and detail-oriented
able to manage multiple loan files and competing priorities effectively
Proven ability to deliver exceptional customer service and maintain composure under pressure
Proficiency with Microsoft Office and comfort working in loan origination or CRM systems
High school diploma or equivalent required
college coursework or degree preferred
Minimum of 5+ years of experience in the mortgage industry required
Proven ability to manage communication directly with clients and partners over the phone, ensuring clear updates and strong relationships throughout the loan process
Demonstrated success working in a fast-paced environment with a focus on quick turn times and accuracy
Familiarity with loan origination software (LOS) and CRM systems is highly desirable