Customer Advocate, Exception Handling

Job not on LinkedIn

November 26

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Logo of Moder

Moder

Banking • Finance • SaaS

Moder is a digital-first consulting and third-party mortgage services provider (Moder Solutions, LLC) that helps mortgage, banking and insurance organizations modernize operations, automate processes, and improve customer experiences. The company combines mortgage automation tools, digital transformation services, compliance-aware operating models, and global delivery talent to streamline origination, servicing and broader financial operations. Moder is NMLS-registered (Moder Solutions, LLC — NMLS ID 1186374) and operates as a non-lending, non-broker third-party service provider.

1001 - 5000 employees

Founded 2020

🏦 Banking

💸 Finance

☁️ SaaS

📋 Description

• The Customer Advocate, Exception Handling is responsible for processing loan applications in compliance with mortgage lending and applicable investor guidelines. • Analyzing the loan application, assessing creditworthiness and the likelihood that a loan applicant will be able to repay the debt. • Monitoring the loan process and managing the proper expectations with the client and the sales staff through closing. • Making mortgage loan recommendations for all Government and Conforming Full Doc products. • Providing excellent customer service and acting as a liaison between the borrower, underwriter and loan advisor. • Validating the loan application for completion and accuracy and confirming information entered in Loan Origination System matches. • Completing various Processing Checklists to confirm documentation requested was received and loan is ready to go back to Underwriting for final approval. • Responsible for funding goals as established at the beginning of every month. • Complying with all company policies and procedures.

🎯 Requirements

• High school diploma or general education degree (GED) required, BA Preferred • Prior experience - 2 years as a mortgage loan processor processing full doc loans or similar position • Outstanding communication and customer service skills • Excellent attention to detail • Well versed in the mortgage process flow and established SLA’s • Highly skilled on the phone, very organized and able to handle the overall customer experience with outstanding service. • MS Office proficient.

🏖️ Benefits

• None specified

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