None specified.
Home Loan Advisor Assistant II
Location
United States
Posted
1 day ago
Salary
$26 - $28 / hour
Seniority
Mid Level
Job Description
Home Loan Advisor Assistant II
Golden 1 Talent Acquisition Team
Role Description The Home Loan Advisor Assistant II (“HLAA”) is responsible for supporting the assigned Home Loan Advisor(s) (“HLA’s) with daily activities, business development, home loan lead generation and member experience. The primary focus of this position is to manage the clerical and administrative loan processing duties of the Home Loan Advisors they serve. This role is responsible for assisting the HLA’s with pipeline management, appointments, database management and marketing efforts. Additionally, this role is responsible for the collection of personal financial documents from the member to aid the HLPs in delivering timely loan decisions while coordinating the HLA’s pipeline, meetings, database and marketing efforts. - Assist in the origination of home loan applications. - Perform daily pipeline management to ensure optimal member experience. - Coordinate with Home Loan Operations to facilitate the collection of personal financial documents from the members to ensure timely file flow to coordinate with our required turn time goals. - Maintain a thorough knowledge of state and federal laws and regulations related to credit union compliance, including; BSA, AML, TILA, GBL, RESPA, ECOA, Fair Lending and others that are appropriate to the position. - Coordinate with the HLA and Management on HLA database management. - Assist HLA in the development of HLA specific marketing materials. - Coordinate development of presentations for HLA for meetings, conferences and other events as required, including the preparation of reports as required. - Attend marketing, broker, and networking events and open houses. - Act as liaison between HLA, HLP and any other party involved in the facilitation of the Home Loan Transaction. - Perform other jobs as may be assigned that may be complex in nature where judgment is required in resolving problems or obstacles. Qualifications - Associate’s degree or equivalent work experience in administrative function or Home Loan Sales or Operations. - Minimum three or more years’ experience in Home Loan or Real Estate industry preferred. - Maintain knowledge of FNMA guidelines, ATR guidelines, HDMA, home loan and equity products and turn time goals. Encompass LOS experience preferred but not required. Requirements - Effective oral and written communication skills required to interact with credit union staff, management and all member channels with the ability to constructively follow-up on member inquiries. - Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. - Effective technology and reporting skills are required to support origination activities. - Must have ability to learn and demonstrate Golden 1 Credit Union culture. Physical Requirements - Prolonged sitting throughout the workday with occasional mobility required including prolonged operation of a computer. - Corrected vision within the normal range. - Hearing within normal range. A device to enhance hearing will be provided if needed. - Ability to lift 20 lbs. may be required. - Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Licenses/Certifications - MLO/NMLS Registration required: An individual in this position may sometimes assist Mortgage Loan Originators with tasks requiring a license as defined by the S.A.F.E. Act and whose responsibilities include taking applications and discussing terms and negotiating rates on loans secured by real property.
Related Guides
Related Categories
Related Job Pages
More Growth Marketing Jobs
Underwriter CL - Associate
FOCUS - Team Focus Insurance GroupFOCUS, also known as Team Focus Insurance Group, is self-described as an innovative and diversified insurance services firm specializing in business process out
Title: Underwriter CL - Associate Location: Florida Remote remote type Remote locations Remote USA time type Full time Job Description: Company Overview FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P&C insurance companies and MGAs. Using decades of industry experience, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations. When you join FOCUS, you immediately become one of our most valued components – and we’re committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates. Title Underwriter CL Associate Job Code: Reports to: Supervisor, Client Experience Location: Sunrise / Remote Department: BerkleyNet – Service Center Classification: Salary: About FOCUS FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P&C insurance companies and MGAs. Using decades of industry experience, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations. When you join FOCUS, you immediately become one of our most valued components – and we’re committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates. Position Objective The Underwriter Associate CL-I provides high-quality, concierge-level service to insureds and agents by managing and multi-tasking across a broad range of servicing functions for workers’ compensation accounts, including complex billing matters, payroll adjustments, audit payment plans, and the coordination of loss runs and experience modification factors. This role handles a high volume of incoming calls, emails, and chats related to policy servicing, renewals, billing inquiries, cancellations, audits, and account maintenance, while effectively prioritizing multiple requests simultaneously. The Underwriter Associate CL-I plays a critical role in supporting the full policy lifecycle by delivering timely, accurate communication, maintaining regulatory compliance, and ensuring operational efficiency and service quality standards are consistently met. Position Summary Description % of Time Spent Customer & Agent Servicing (Calls, Emails, and Chats) · Receive and manage a high volume of incoming calls, emails, chats, and service tasks related to workers’ compensation policies, including: o Policy document and endorsement requests o Complex billing inquiries and audit-related questions o Renewal reviews and policy status updates o Claims inquiries by directing customers to the appropriate claims resources and adjuster contacts o Cancellation and reinstatement inquiries · Communicate professionally and effectively with insureds, agents, and underwriting partners to: o Confirm renewal processing and binding status o Provide timely billing, audit, and service request updates o Review potential cancellations and explain policy status o Address general workers’ compensation coverage questions within authority o Support agents by preparing policy documentation, coordinating service requests, and managing service needs for both voluntary and assigned risk policies, ensuring a consistent, high-quality customer and agent experience. 40% Policy Processing & Account Management - Process and manage workers’ compensation policies, including new business, renewals, voluntary, and assigned risk accounts, ensuring accuracy, completeness, and timely delivery to policyholders and agents. - Review policy information for correctness, including payroll, classifications, billing setup, and endorsements, and resolve discrepancies as needed. - Maintain thorough and compliant documentation of all servicing activity, ensuring clear audit trails and adherence to regulatory and service standards. - Proactively follow up on outstanding items, coordinating across teams as needed to ensure all service requests are resolved within established timelines while effectively managing multiple priorities. 35% Compliance, Quality & Continuous Improvement - Ensure all workers’ compensation servicing activities (including voluntary and assigned risk policies) are completed in accordance with regulatory requirements, carrier guidelines, and internal service standards. - Maintain high quality and accuracy across calls, chats, emails, and task processing while effectively multi-tasking and prioritizing competing requests. - Identify trends, recurring issues, or process gaps and escalate appropriately to support continuous improvement. - Actively participate in training, updates, and cross-functional collaboration to remain current on product knowledge, billing practices, audits, and service expectations. 15% Claims Support & Coordination - Assist callers with claims-related inquiries by providing adjuster contact information and directing them to available resources for claim status and bill payment. - Document claim-related inquiries and guidance provided, ensuring accurate records and timely communication as needed. 10% Education - Licensing: - Not required Work Experience - Experience: - 3–5 years of progressive experience within the workers’ compensation insurance industry. - Prior call center and or high-volume customer service experience is a plus. - Experience handling customer inquiries via chat, providing timely, accurate, and professional responses while maintaining engagement and service quality. - Technical Skills: - Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint). - Experience with management systems such as ImageRight or similar platforms. - Ability to operate office equipment: scanners, copiers, fax machines, calculators. - undefined Knowledge, Skill and Abilities - Accountability: Owns outcomes and meets expectations with integrity. - Client Service Orientation: Acts promptly and professionally to resolve client needs and improve satisfaction. - Communication: Communicates clearly in verbal and written formats; bilingual (English/Spanish) preferred. - Problem Solving: Gathers relevant information and proposes practical, timely solutions. - Technical Acumen: Understands and applies technical knowledge of P&C insurance in client-facing discussions. - Sales Insight: Applies consultative selling and identifies opportunities to offer additional value. - Organization: Manages multiple priorities in a fast-paced environment while meeting deadlines. - Professionalism: Exhibits respect, tact, and accountability under pressure. - Team Support: Fosters collaboration and assists team members as needed. Manager Level Keep the relevant option and remove the rest. ☐ Non-Manager/Individual Contributor Supervisory Responsibility Keep the relevant option and remove the rest. ☐ No supervisory responsibility for internal employees Organizational Structure Job Title this position reports to: Supervisor, Client Experience Working Conditions - Work Schedule: Monday through Friday 9am-6pm EST. FLSA Status The FLSA status for this position will be determined by the Compensation or HR team Why join the FOCUS Team? The FOCUS Difference: - Medical, Dental, Vision, Life, Pet; Flexible Spending Account - Competitive Salaries - 401K Match - Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave - Short and Long-Term Disability - Employee Support Programs, Including Mental Health - Tuition Reimbursement - Matching Charitable Gift Program - Lucrative Referral Program - Commuter Benefits - Flexibility: Remote and Hybrid Opportunities Available This position is not able to be performed in California, Colorado, New York or Washington. EEO Team Focus Insurance Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Team Focus Insurance Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.
Vice President – Tire Aftermarket Growth
Sonsio Vehicle ProtectionSonsio offers a comprehensive lineup of industry-leading Vehicle Protection plans.
• Define and execute a tire-led aftermarket growth strategy aligned to Sonsio’s enterprise objectives. • Champion a culture of accountability, data‑driven decision making, and cross‑functional collaboration. • Identify and prioritize market segments, distribution partners, and growth channels capable of producing scalable revenue. • Establish a clear roadmap to grow the business to achieve annual sales targets while managing risk and concentration. • Design and deploy go to market execution model by customer tier and segment, reducing dependency on executive-led deal making. • Build, lead, and continuously calibrate a lean, high-impact team aligned to the future-state platform model. • Ensure tire and mechanical programs are designed for repeatability, scalability, and efficient onboarding. • Maintain strong executive-level relationships with key partners, associations, and clients.
Director – Client Growth Partner, IT Consulting, Retail & CPG
NagarroNagarro (Frankfurt: NA9) is a leader in digital product engineering and drives technology-led business breakthroughs.
• A high intensity account growth leader who will deliver double-digit YOY growth at one or more key accounts. • Will position Nagarro with CXOs as the strategic partner for AI transformation. • Will systematically expand the breadth and depth of the engagement. • Grow assigned portfolio by 15%+ YOY. • Achieve revenue targets, in conjunction with the account's Custodian of Client Success, through structured account planning, shaping CXO agenda, working with procurement, and collaborating within Nagarro to identify and sell expanded offerings. • Establish and maintain a "seat at the top table for AI" in the managed account(s) in partnership with AI for Change advisors and capability leads. • Procure public testimonials and references from the client(s) about the quality of Nagarro's work.
Director, Client Growth Partner – Retail, CPG
NagarroNagarro (Frankfurt: NA9) is a leader in digital product engineering and drives technology-led business breakthroughs.
• A high intensity account growth leader who will deliver double-digit YOY growth at one or more key accounts. • Will position Nagarro with CXOs as the strategic partner for AI transformation. • Will systematically expand the breadth and depth of the engagement. • Grow assigned portfolio by 15%+ YOY. • Achieve revenue targets, in conjunction with the account''s Custodian of Client Success, through structured account planning, shaping CXO agenda, working with procurement, and collaborating within Nagarro to identify and sell expanded offerings. • Establish and maintain a 'seat at the top table for AI' in the managed account(s) in partnership with AI for Change advisors and capability leads. • Procure public testimonials and references from the client(s) about the quality of Nagarro''s work.

