CMG Financial

Quality Assurance Specialist (AIO Mortgage Group)

CMG Financial  •  $50k - $60k/yr  •  United States (Onsite)  •  10 days ago
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Job Description

CMG Financial is hiring a Quality Assurance Specialist for our AIO (All In One Loan®) Finance departmentThis team member will perform quality assurance (QA) audit functions, including client calls to confirm understanding and accuracy of loan set-up, and communicate with sales teams internally. This role is unique within the organization, as well as the lending industry, and is critical to increasing client and Company success with the product.

The AllIn One Loan® is a proprietary mortgage product engineered by CMG Financial in 2005 that combines home financing and personal banking into a single financial platform, to help homeowners reduce lifetime interest expense by tens of thousands of dollars, accelerate payoff and live more securely.

ESSENTIALDUTIESandRESPONSIBILITIES,includesthefollowingresponsibilities,butnotlimitedto

Prior to Closing QA Process:

  • Prior-to-QA call file review for input and set-up accuracy
  • Engages sales and operations team members with required corrections
  • Client call to ensure program set-up accuracy and understanding of expectations
  • Update systems accordingly and communicate with Loan Teams and clients

Post Closing Servicing Onboarding Tracking, Communication and Reporting:

  • Send “Congratulations and What to Expect” communications from Byte/IDS on each closed loan.
  • Update systems with loan servicing onboarding information
  • Communicate with department members and escalate servicing issues as needed

QUALIFICATIONS AND EXPERIENCE:

  • Preferred location in Central Time Zone (but not required)
  • A minimum of two year’s mortgage experience is highly preferred
  • Excellent verbal and written communication skills
  • MSOffice skills including WORD, Excel, PowerPoint and Teams
  • Versatility and flexibility within an ever-changing environment
  • Strong initiative and ability to work on own
  • Ability to deal effectively with a diversity of individuals
  • Ability to handle repetitive tasks and collaborate with team
  • Ability to manage occasional client and Loan Officer impatience
  • Good judgment with the ability to make timely and sound decisions
  • Creative, flexible, and innovative team player

PHYSICAL and ENVIRONMENTAL CONDITIONS:Remote home office location, standard company equipment, including work at acomputer terminal. Internal meetings require on-camera participation (Company Policy). Mustbeopentoworkovertimeto complete assigned tasks. Flexibility to work overtime to meet daily taskrequirements

SUPERVISORY RESPONSIBILITIES:

Direct Reports: N/A

CMG pays a competitive salary which ranges from $50,000 - $60,000. Factors that affect base salary may include: Administrative/clerical experience, mortgage experience, experience working with the AIO Loan product, excellent communication skills, knowledge of mortgage industry, computer skills, customer service experience, and education

CMG Financial

About CMG Financial

Nationwide mortgage lender with Correspondent, Wholesale, and Retail origination channels. NMLS ID# 1820 (www.nmlsconsumeraccess.org)

Throughout the mortgage industry, CMG Financial is known for its innovation of product and continued investment in technology. From HomeFundIt, the down payment gifting platform to the All In One Loan, the smarter way to borrow, CMG develops mortgage solutions that serve the needs of every borrower.

CMG Financial holds federal agency lending approvals with HUD, VA, RHS, GNMA, FNMA and FHLMC and makes its products and services available through three distinct origination channels: Retail, Correspondent, and Wholesale Lending. Team CMG specializes in all new purchase and refinance mortgage needs and act as financial counselors to help borrowers make informed decisions. Find out what “Every Customer, Every Time. No Exceptions, No Excuses.” means to us!

This site is not authorized by the New York State Department of Financial Services. No mortgage loan applications for properties located in the state of New York will be accepted through this site.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
San Ramon, CA
Year Founded
1993
Website
cmgfi.com
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