Remote Mortgage Client Concierge - Global

Job Title: Bilingual Global Mortgage Client Concierge

Job Type: Full-Time, Remote (US/MX)

Compensation: Competitive salary of $50,000 with potential for discretionary and formulaic incentive and retention awards for eligible employees.

Company Overview

We are committed to transforming the global real estate landscape by providing accessible and transparent mortgage financing solutions for US citizens buying or refinancing properties abroad. With a well-capitalized and growth-oriented vision, we are seeking talented individuals to join our dynamic operations team as we scale our innovative approach to cross-border homeownership.

Key Responsibilities

• Serve as the primary point of contact for clients throughout the mortgage transaction process, from file initiation to closing.
• Maintain a comprehensive understanding of credit policies and underwriting guidelines.
• Ensure timely completion of departmental tasks and document reviews.
• Collect and evaluate documentation, submit files for underwriting and legal review, and coordinate with legal and closing partners.
• Communicate mortgage programs, processes, and pricing information clearly to clients.
• Generate disclosures, request necessary documents, and assist clients with electronic signatures and document portal inquiries.
• Collaborate with finance and accounting teams to confirm fee collection.
• Maintain professional and transparent communication with clients, partners, and third-party entities.
• Proactively address challenges and devise creative solutions to enhance client satisfaction.
  
  

Required Skills

• A minimum of three (3) years of recent experience in mortgage processing, ideally in non-QM lending.
• Fluency in Spanish (speaking, reading, and writing) is essential.
• Proficient in using Encompass end-to-end.
• Strong knowledge of underwriting guidelines, particularly in the non-QM borrower sector.
• Ability to engage effectively with vendors and partners in Mexico.
• Demonstrated compliance and technical proficiency.
• Exceptional verbal and written communication abilities in both English and Spanish.
• Proactive and innovative problem-solving skills.
  
  

Qualifications

• Experience in servicing affluent clientele and adaptability to evolving systems and processes.
• Excellent organizational skills and the capacity to work independently.
• Proven track record of surpassing client service expectations and meeting turnaround times.
  
  

Career Growth Opportunities

Joining our organization offers exceptional avenues for professional advancement as we anticipate significant expansion in the near future. Employees will gain expertise in cross-border financing and establish valuable relationships within the industry.

Company Culture And Values

Our company thrives on innovation, collaboration, and a commitment to delivering outstanding client service. We foster a startup culture that encourages proactive problem-solving and flexibility in a dynamic work environment.

Compensation And Benefits

We provide a comprehensive benefits package that includes 401k plans with company matching from day one, along with multiple health, dental, and vision coverage options. As a borderless company, we prioritize our employees’ well-being and career aspirations.

Join us in our mission to simplify cross-border homeownership. Apply today to become our next Bilingual Global Mortgage Client Concierge!

Employment Type: Full-Time