• Responsible for initiating a monthly service call to a specific number of low-volume accounts in the local geographic area • Updates the existing customers on any new programs, promotional activity, products and services • Assists with customer problems such as missed shipments, price adjustments and backorders • Frequently works with field sales associates in coordinating special orders • Works with warehouse associates, customers and field sales associates to ensure that the order process runs smoothly • Processes all phone, fax, mail, e-mail and verbal orders from customers • Responsible for providing accurate answers to questions and complaints regarding products and services • Performs data entry for purposes such as processing orders, accessing previous orders and special orders • Communicates with all departments within the Distribution Center as well as field sales associates

• Handle customer inquiries and issues through phone, text, email, and web chat. • Secure and schedule appointments efficiently, ensuring customer needs are met. • Maintain a high level of accuracy and attention to detail in all interactions and scheduling activities. • Demonstrate a proactive approach in addressing customer concerns and resolving issues. • Collaborate with team members to ensure a consistent and high-quality customer experience. • Keep detailed records of customer interactions and transactions. • Stay updated on product knowledge and company policies to provide accurate information to customers.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Benchmark’s foundation of business is being able to provide prospective clients a home mortgage. The Condo Project Specialist is integral in the process by reviewing loan applications, property appraisals, and preparing the project for underwriting review. - Review and analyze all project documentation including, but not limited to, project questionnaires, legal documents (deeds, by-laws, plat maps, engineer reports, etc.), budgets and financial statements, reserve studies, insurance documents, appraisals, and title work for ineligible characteristics and red flags. - Communicate with internal and external partners regarding project status and conditions. - Assist with the document collection and project organization in Encompass. - Remain current on convention guidelines and review documents for compliance. - Other duties as assigned. Qualifications - Working knowledge of Fannie Mae, Freddie Mac, and PUD guidelines - Highly detail-oriented - Proven customer service skills - Strong communication skills - Excellent organizational skills - Ability to work across organizational boundaries - Strong decision making skills - Proven ability to prioritize and multi-task Requirements - Minimum of three (3) years of mortgage banking experience required. - Encompass experience preferred. Education / Licensing Requirements - High school diploma or equivalent required. Some college preferred. Working Conditions - Fast-paced environment. - Requires normal vision (corrected) both close and distant. - Requires normal hearing levels (corrected). - Requires working at a desk to use a phone and computer for extended periods of time. - Requires sitting, bending. - Works effectively with frequent interruptions. - Lifting requirements of 10 lbs. occasionally. - Minimal travel <5%. Benefits - Medical, dental, and vision insurance - Short-term and long-term disability - 401(k) and Roth 401(k) plan and Company match - Company-provided life insurance - 8 paid holidays - AND MORE! Pay $75,000.00 to $85,000.00 annually with eligibility for discretionary bonus

• Own each customer interaction from start to finish, ensuring clarity, care, and confidence. • Resolve issues with empathy, turning challenges into positive experiences. • Navigate tools efficiently while keeping the human touch. • Share insights and recurring patterns to help improve the experience. • Become a product expert to guide customers authentically.