Analyst, Client File Management

Job Description

Job Description

Our Company

Millennium Mortgage is a Mortgage Broker dedicated to reinventing the way home lending is done by leveraging expertise and state of the art technology. At the surface, we are a Mortgage Broker servicing current and future homeowners with their mortgage needs. At our core, we offer end-to-end origination and support as a service for originators, enabling them to deliver a flawless experience to both clients and referral partners.

We have designed proprietary solutions that are delivering an unprecedented level of service and exceeding the expectations for all parties involved in the home buying process.

The opportunity of the Millennium Mortgage LLC

The right individual will possess both Aptitude and Critical Thinking. Analysts at Millennium Mortgage are our frontline. Their ability to flawlessly execute and deliver an experience second to none to all our clients is of utmost importance. You will be responsible for receiving and reviewing submitted documentation by our clients. You will verify for accuracy and complete quality control check measures to alert the next team that the client/file is ready for review.

Your role will also assist our processing and underwriting teams by obtaining information from third party providers and referral partners. This is Entry Level Role with a lot of room for advancement.

Our Analysts are the company’s foundation when it comes to delivering a seamless experience to our clients and submitting high quality loan files to our Underwriting Department.

Responsibilities will include:

• Engaging with prospective and existing clients via phone and/or email
• Working alongside our Client File Management and Processing team to prepare files and confirm when they are ready for delivery to our Underwriting team.
• Review client submitted documentation and information for accuracy. Clear and approve data points for the next team to review.
• Building rapport and maintaining prominent level of professionalism with clients
• Interest in obtaining your NMLS License within the first year.

About You:

• Detail oriented, thorough, and passionate about learning and perfecting your craft.
• Desire to help each consumer with one of the most meaningful financial transactions of their life.
• Build rapport and foster relationships with current clients.
• Demonstrate excellent communication (verbal / written) and interpersonal skills.
• Display a prominent level of empathy, integrity, and work ethic.
• Collaborate and partner closely with your team to achieve company and team goals.

The Millennium mission is rooted in values that drive us.

• We do what is in the best interest of the consumer, not ourselves.
• We have growth mindsets, not fixed ones.
• We believe that success lies in execution, not credentials.
• We act like owners, not just employees.
• We work to find answers on our own, not wait for them to be given to us.
• We optimize for mission, not ego.