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1

mortgage banker / customer service specialist ii

  • Serves as the primary contact for customers; approved third parties; and bankers of Chase different branches in the United States.
  •  Responds to customer inquiries regarding mortgage.• Gives information about loan servicing.
  • Manages customer requests concerning payments and mortgage information.
  • Assists customers about their mortgage online account.• Assists in problem resolution: Researches issue customer loan issues to determine resolution needs.
  • Handles warm telephone transfer of customers, when applicable, to specialty areas such as Bankruptcy, SCRA, Default Escalations, etc.
  •  Processing payments over the phone for customers.
2

mortgage banker

  • Specialize in offering financing to buy homes or refinance previous mortgages federal government regulates some parts of the lending process Federally and state licensed 
  • Determining whether an applicant qualifies for a mortgage reject a mortgage application if a potential borrower doesn’t meet the bank’s credit criteria 
  • Verify applicants’ employment status, salary, credit history and other financial information to determine their creditworthiness and ability to repay a mortgage loan 
  • Ensure that applicants fill out all required loan documents, and they answer any questions applicants have about the mortgage process 
  • Abide by the Federal Real Estate Settlement Procedures Act and provide applicants with a good-faith estimate explain to applicants in writing why they declined their mortgage application 
  • Reject applications if applicants carry more debt than bank’s qualifying guidelines allow
  • Licensed in various states
3

mortgage banker/ radio show host

  • Write and record successful Mortgage Radio Show 
  • Purchase and Refinance Banker
  • Technology 
  • Compute deductions for income and social security taxes.Collect information and make judgments through observation, interviews, and the review of documents.
4

mortgage banker / customer service specialist ii

  •  Responds to customer inquiries regarding mortgage.
  • Gives information about loan servicing.
  • Assists customers about their mortgage online account.
  • Assists in problem resolution: Researches issue customer loan issues to determine resolution needs.
5

mortgage banker

  • Management, checking and approval Mortgage and Consumer loans (Manipulation of data in Excel and Word) 
  • Searching and checking overdue borrowers and finding best solutions and lowest monthly sustainable instalment 
  • Analyzing applicants’ financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Checking and providing i-bank POS for new SMBs, capital and personal companies 
  •  Participate in weekly meetings for bank’s goals and successes under the supervisory of team leaders 
  •  Performing economic capital analysis and other financial analysis when required