The Customer Success Specialist will support Mortgage Loan Officers in all administrative, non-origination aspects of the mortgage loan origination process. Customer Success Specialists work closely with Loan Officers to ensure all appropriate loan origination documents are thoroughly completed and adhere to Company, investor, and industry-established standards. The Customer Success Specialist must have excellent 'people skills' and be driven by the desire to make sure every client has a positive experience with Creative Financing Solutions. Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. • Responsible for assisting with administrative duties related to client relationships and identifying client service and sales needs • Assists with the coordination and follow-up with clients to ensure superior customer service • Serves as direct contact for ALCOVA employees referring loans to CFS throughout the loan process • Courtesy, customer service, and tact are essential elements of this position. Work involves a large degree of personal contact with others both in and out of the organization for purposes of obtaining information, building relationships, or soliciting cooperation • Reviews loan application to determine the completeness of all documents and verify the borrower’s qualification for specified loan product • Advises Loan Officers of any deficiencies or missing documentation • Coordinates sending of disclosures, ordering appraisal, and running of credit • Packages and submits complete files to operations through the Company’s loan origination software program • Upon receipt of loan approval, works with Loan Officers, Loan Coordinators, and Escrow Officers to clear all “prior to doc” conditions and funding conditions • Prepares doc requests and submits to Loan Coordinators, if used • Prepares marketing materials and may coordinate meetings, conferences, and presentations Qualifications: • High school diploma, or equivalent education and experience • Able to prioritize complex diversified responsibilities and multi-task in a fast-paced environment • Able to work collaboratively with others in a team environment • Strong Organizational skills • Excellent interpersonal and communication skills (verbal and written) • Strong customer service skills • Able to use deductive reasoning • Proficient computer skills, especially Microsoft Office (Word, Excel, and Outlook) and Internet applications • Self-starting, self-reliant, highly motivated and dependable • Technologically savvy and comfortable learning new computer systems and programs • Able to adapt to changing environments, situations, and job responsibilities • Able to work flexible hours and overtime, if needed • Strong moral compass with high standards for workplace integrity WORK ENVIRONMENT • This job operates in a clerical office setting; climate-controlled surroundings with adequate lighting and little or moderate noise when in the office. In this role, the individual routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. PHYSICAL DEMANDS • This is largely a sedentary role; however, some filing and photocopying is required. This would require the ability to lift files, open filing cabinets, and bend or stand as necessary. EXPECTED HOURS OF WORK • Days and hours of work are Monday through Friday, 8:30 A.M. to 5 P.M.Evening and weekend work may be required, as job duties demand. OTHER DUTIES • This position performs additional duties as assigned, given adequate guidance and resources. 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. EOE D/V/M/F

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. • Responsible for assisting with administrative duties related to client relationships and identifying client service and sales needs • Assists with the coordination and follow-up with clients to ensure superior customer service • Serves as direct contact for ALCOVA employees referring loans to CFS throughout the loan process • Courtesy, customer service, and tact are essential elements of this position. Work involves a large degree of personal contact with others both in and out of the organization for purposes of obtaining information, building relationships, or soliciting cooperation • Reviews loan application to determine the completeness of all documents and verify the borrower’s qualification for specified loan product • Advises Loan Officers of any deficiencies or missing documentation • Coordinates sending of disclosures, ordering appraisal, and running of credit • Packages and submits complete files to operations through the Company’s loan origination software program • Upon receipt of loan approval, works with Loan Officers, Loan Coordinators, and Escrow Officers to clear all “prior to doc” conditions and funding conditions • Prepares doc requests and submits to Loan Coordinators, if used • Prepares marketing materials and may coordinate meetings, conferences, and presentations