Disbursement Specialist
Job Description
About Guaranteed Rate
Guaranteed Rate is the 5th largest retail mortgage lender in the U.S. By offering industry-leading tools, low-rate mortgages and unparalleled customer service, we’ve become the Home Purchase Experts®. At Guaranteed Rate, we think big—pushing beyond what most people believe is possible. We strive to work with the best of the best, building business with the best referral partners and hiring the best employees—allowing us to deliver world-class customer service. Our goal is to make sure every customer has a great experience. Headquartered in Chicago with 5,000+ employees in 300+ offices across the U.S. and licensed in all 50 states, we’ve helped thousands of homeowners with more than $37 billion in home purchase loans and refinances in just the past year alone.
What’s the Role?
The Disbursement Specialist (DS) will aid borrowers as the main point of contact for renovation disbursements on agency renovation products.
The Disbursement Specialist will be responsible for delivering world class customer service to both internal and external customers.
Primary Duties and Responsibilities
- The DS is the primary contact for borrowers, contractors & inspectors.
- Assigned pipeline can range from 75-100 rolling projects.
- Review and approve draw documentation submitted by contractors & borrowers.
- Communicate effectively to government inspector and local building departments.
- Track and manage assigned pipeline for aged or stalled projects.
- Assist borrowers and contractors with disputes and unforeseen issues.
- Utilize renovation software to track and manage assigned projects
- Provide assistance to the POD as needed
Job Specifications
Knowledge:
- 1+ years Mortgage Operations experience
- Experience with Microsoft software (Outlook, Word, Excel, Teams)
- High level phone skills interacting with frustrated or emotional parties
- High level ability to learn proper usage of computer software to manage assigned work
Skills and Abilities:
- The Disbursement Specialist is thorough, dependable, well-organized, and must be able to work in a fast-paced, challenging, and dynamic environment.
Other key skills include:
- Ability to influence internal and external stakeholders and build positive working relationships
- Ability to interact with all levels of an organization
- Ability to apply critical thinking to solve complex problems
- Outstanding oral and written communication skills
- Passionate about providing world class service to both internal and external customers
Guaranteed Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law. #LI-AC1