About Client:
Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services.
It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.
The Client is committed to corporate responsibility and sustainability.
It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.
Rate Range: $40-$44.45/Hr
Job Description: Conduct the investigation, tracking, and resolution of client experience issues during the origination or servicing of a mortgage loan Input, update, and close all inquiries in appropriate proprietary firm systems; file and catalogue all supporting inquiry documentation Review/investigate allegations pertaining to Client complaints and draft necessary response communications adhering to company, legal and regulatory requirements Discuss as appropriate any/all updates to inquiries with Private Bankers, Financial Advisors, Operations personnel and associated partners Assist management in reviews of specific inquiries as needed Aid in developing, updating, and publicizing training on inquiry policies/procedures Manage inbound calls/e-mails from Clients, MS sales team, and third party vendors Produce and deliver monthly and ad hoc reporting to senior management Maintain excellent working relationships with both internal and external partners Complete additional assignments as directed by management Ensuring third-party is providing best in class customer service to *** clients and customers Reporting to Head of Client Experience Group (CEG) Experience: Minimum 5 years' experience in mortgage originations/operations Direct verbal and oral communication with client, field and operational partners in a client focused organization Legal/Compliance experience preferred Bachelor's degree required Skills/Abilities: Outstanding written, verbal, interpersonal and analytical skills Ability to manage processes and/or projects without supervision Deep knowledge of the mortgage originations industry and associated processes A firm understanding of industry standard regulatory requirements Ability to analyze complex issues and ensuring deliverables are met Ability to manage time, prioritize and plan accordingly Ability to manage key relationships with internal/external stakeholders Ability to negotiate and influence clients on key deliverables and timelines Top 3 Skills: Detail-oriented Willing and eager to take on new project Team-player.
Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits.
ApTask offers subsidized insurance coverage to our employees.
About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work.
As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management.
With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development.
As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries.
Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.
Applicants may be required to attend interviews in person or by video conference.
In addition, candidates may be required to present their current state or government issued ID during each interview.
Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy.
As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes.
Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws.
Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.
If you have any concerns or queries about your personal information, please feel free to contact our compliance team at ******