Investor Specialist

Job Description

Job Description

Description:

About CBC Mortgage Agency

Voted as one of the top 20 places to work in Utah, and winner of Best Communication in the State of Utah. CBC Mortgage Agency (CBCMA) focuses on personal and professional development as the core value of the Company that has established a record of success and growth. Take your career to the next level in a comfortable workplace with an environment that encourages networking and team socializing. As well as great perks and benefits the position offers competitive wages, depending on experience, as well as full benefits, including medical, dental, and vision insurance coverage, short- and long-term disability, and a 401(k) plan retirement investment. In addition to these great benefits, we offer 10 company holidays a year and paid time off (PTO). If this is the opportunity that you’ve been waiting for, apply today!

ABOUT CEDAR BAND CORPORATION

We are a federally chartered tribal corporation wholly owned by the Cedar Band of Paiutes. Deeply rooted in our rich history, we provide industry-leading military and government contractor services, including construction management, technology, telecommunications, and staffing solutions, as well as the mortgage industry, convenience store, and beverage distribution services to federal agencies and commercial industries. From our modest beginnings as a single IT company with one contract, we have grown to ten branded companies across the nation. Headquartered in Cedar City, Utah, with regional offices and project sites in South Jordan, UT; Yuma, AZ; Las Vegas, NV; and more remote office across the country. We employ over 100 employees, who are all committed to our vision to be an industry leader as a tribally-owned business that provides world-class service. To attract and retain high-caliber employees, we offer competitive compensation, excellent benefits, and a dynamic work environment based on open communication and honesty.

Job Summary/Objective

Essential Duties and Responsibilities include problem resolution on issues involving agency guidelines and internal lending overlays to facilitate the sale of loans to our investors. 

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Must be detail-oriented and customer service minded.
• Responsible for clearing loans for sale of loan to our investors.
• Experience in mortgage loan processing, originating, closing, or underwriting is desired.
• Works to ensure the smooth flow of loan sales utilizing the following: 1) Multiple investor portals, 2) LMS, and 3) Investor Reports.
• Daily communication with multiple investors by email.
• Manages a pipeline of 100 - 300 loans.
• Reviews investor’s deficiencies and uploads needed documentation to investor’s portal.
• Corresponds with lenders as needed to acquire documentation.

Requirements:

Competencies:

• Ability to work well within a team environment.
• Able to maintain a professional image and adhere to standards consistent with company policies and procedures.
• Ability to perform other duties as assigned that are within the generally accepted knowledge/experience base of the position.
• Excellent analytical and problem-solving skills.
• Willingness to help both internal and external customers (our employees and our customers).
• Ability to adapt to a rapidly changing environment.
• Excellent computer skills.
• Strong customer service skills.
• Effective interpersonal skills.
• Ability to be resourceful and proactive when issues arise.
• Excellent organizational skills.
• Excellent verbal communication skills.
• Excellent interpersonal and customer service skills.

Work Environment:
This position can be remote or onsite at CBCMA South Jordan, UT location. Remote employees are required to be readily available by telephone and video conference during normal business hours.

Physical Requirements: 

• Prolonged periods of sitting at a desk.
• Must be able to lift up to 15 pounds at times.

Position Type/Expected Hours of Work:
This is a full-time position; hours of work and days are Monday through Friday, 8 a.m. to 5 p.m. with occasional evenings as job duties demand.

Travel:
No travel expected.

Education and Experience:

1. High School Diploma/GED or equivalent.
2. Minimum 2 years of position-related experience.

Work Authorization/Security Clearance
Must be authorized to legally work within the United States of America.

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice.