Client Services Analyst
Description
Position Summary:
Responsible for auditing and approving incoming and existing Partnership Lending Technology systems, including license management, due diligence, operations, and sales support. Requires a strong background in mortgage broker and correspondent licensing and compliance.
Responsibilities:
- Completes due diligence requirements by reviewing company and principal officer information, analyzing regulatory databases to make approval determination.
- Audits and maintains all state licensing for company and individual loan originators. Maintains efficient databases to ensure proper tracking and reporting and manages ongoing database clean-up.
- Communicates with Partnership Lending leadership as needed.
- Works with legal on broker approval requests involving sanctions and/or actions against the broker or loan officer.
- Creates and maintains process documents, manuals, procedures, reports, and training materials.
- Creates and distributes Wholesale communications across Sales and Operations.
- Provides broker references to other lenders as needed.
- Obtains and provides Partnership Lending Leadership documentation to other entities as needed.
- Manages the Dynamics Wholesale ticketing and escalates tickets that are not solvable by the local teams. Provides emergency support to AEs and brokers.
- Terminates broker relationships as necessary in order to protect loanDepot.
- Audits IRS 1099s annually and perform annual renewals on brokers and correspondents.
- Coordinates with Licensing, Compliance and Legal on any state and federal law changes.
- Researches state and federal regulations which impact broker and correspondent relationships to ensure ongoing compliance.
- Communicates with leadership from various departments, sales territories and branches as needed. Assists AEs, Wholesale leadership, and Channel leadership with client data requests and territory management.
- Performs other duties and projects assigned.
Requirements:
- High School Degree or equivalent preferred and a minimum of four (4) + years’ experience working in a similar role with high-volume mortgage banker.
- Technology Savvy and experience with Mortgage POS and operating systems.
- Customer service experience, minimum of four (4) + years’ experience, working with Sales and Operations as internal clients and/or broker client experience.
- Proficient with Microsoft Office applications: Word, Excel, PowerPoint, Outlook, and Teams.
- Ability to interpret data and apply basic to intermediate math skills.
- Exceptional verbal, written and interpersonal communication skills.
- Solid problem-solving skills with a practical, solution-focused approach.
Why work for #teamloanDepot:
- Aggressive compensation package based on experience and skill set.
- Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive.
- Work with other passionate, purposeful, and customer-centric people.
- Extensive internal growth and professional development opportunities including tuition reimbursement.
- Comprehensive benefits package including Medical/Dental/Vision.
- Wellness program to support both mental and physical health.
- Generous paid time off for both exempt and non-exempt positions.
About loanDepot:
loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.
We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.