Job Description

JMAC LENDING IS GROWING!                                       

LOCATION: SANTA ANA, CA      

THE OPPORTUNITY:

The Broker Approval Specialist (Entry to Mid-Career) is responsible for administrative processes associated with Third-Party Originator (TPO) approval, re-applications, and recertifications. They ensure TPOs meet all company, compliance, and licensing requirements. They manage the TPO approval inbox and assist the sales team in providing excellent customer service to existing and prospective TPOs..

KEY RESPONSIBILITIES:

• Reviews, analyses, and processes TPO applications, re-applications, and recertifications.
• Completes background and fraud checks for TPOs through NMLS, States licenses, (LexisNexis MARI), LDP, SAM, and company exclusionary lists.
• Manages TPO data and maintains data integrity in Sales Force and Lending QB.
• Creates LOS accounts for new TPOs.
• Manages and monitors TPO compensation plan changes.
• Manages pending approval pipelines, providing status updates as necessary.
• Provides excellent customer service to prospective and existing TPOs.
• Analyze and troubleshoot in order to resolve problems quickly.
• Additional related duties may be assigned, as required.
• Perform all duties in accordance with the company policies and procedures, all US state and federal laws and regulations, wherein the company operates.
• Other duties as assigned.
• Based on the business needs overtime may be required.

 PROFESSIONAL EXPERIENCE, EDUCATION, AND QUALIFICATIONS: 

• Excellent interpersonal, verbal and written communication skills, with emphasis on phone email, and online communications. 
• Ability to communicate clearly with the team members and clients. 
• Ability to work independently as well as collaborate with a team. 
• Ability to use analytical thinking an critical thinking skills to solve problems. 
• Prior research experience required.
• Credit experience helpful in reviewing credit profiles, FICO scores and credit analysis.
• Previous experience in lending industry preferred.
• Excellent customer support skills and service orientation.
• Ability to work cooperatively and professionally in a fast pace production environment.
• Strong attention to detail.
• Strong organization skills and ability to prioritize and work well under time constraints to meet deadlines.
• Knowledge of Sales Force and Lending QB preferred.
• Other duties as assigned.
• Overtime may be required, depending on business needs.

PERKS WITH JMAC LENDING: 

• Competitive compensation reliant on ability & experience.
• Excellent benefits package including multiple health, dental & vision options.
• Company paid life and AD&D Insurance, as well as additional voluntary benefit possibilities.
• 401K employer contribution.
• PTO days in addition to 9 paid company holidays.
• Game room, and creative fun environment. 
• Starbucks daily, and end of month snacks.

ABOUT JMAC LENDING: 

JMAC Lending has been in business for more than 20 years. Servicing clients better with our innovative products, exceptional service, support and our dedication to helping our partners grow our business.  The core of our culture and business approach is to go BEYOND CURRENT market options to be the go-to lender of choice for our clients. Our associates hold distinguished credentials and participate in continuing education, to ensure knowledge is carefully balanced with experience. Our company was built on our adherence to the highest ethical standards, while efficiently and carefully executing the delivery of product pricing for wholesale and correspondent lending for our clients.

JMAC Lending, Inc. is an Equal Employment Employer. We are committed to workforce diversity. Qualified applicants will receive consideration without regards to age, race, religion, sex, sexual orientation, gender identity or national origin. 

DISCLAIMER: JMAC Lending is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.