Vacancy description
U.S. Bank
India, Chennai
Customer Support Advisor Mortgages - Broker Support in Chennai, India is listed on Jobeax. Browse 30,000+ vacancies available.
At U.S. Bancorp India, we're on a journey to do our best. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bancorp India gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
Mortgage Customer Specialist (MCS) Job description: Formal
Responsible for the timely and accurate completion of mortgage loan review and ensuring the loan file is ready for Underwriting. Responsible for compiling, preparing and processing mortgage loan files from application through closing. Assures compliance with bank, regulatory and investor guidelines and customer service standards.
Drives exceptional customer service. Acts as a liaison to obtain all necessary documentation including appraisals, title searches and opinions, credit reports, verifications, tax returns, financial statements, etc. while ensuring compliance with all internal policy and external regulatory requirements.
Proactively manage pipeline to ensure borrowers closing dates are accurately captured and closing dates are within designated rate lock periods.
Reviews loan application to verify that data is complete and accurate in preparation for Underwriter submission by reconciling critical information on the application to documentation provided by the customer.
Prepares and submits the mortgage file to automated underwriting system(s) and ensuring a complete package is delivered to Underwriting per current company policies and procedures.
Ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Completes any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position.
Basic Qualifications
Bachelor's degree, or equivalent work experience
Typically Two to Four Years of clerical and customer service experience.
Specifically :
Under direct supervision and using established guidelines, processes the least complex mortgage loans. Requests and obtains all needed supporting documentation including appraisals, title opinions, disclosure statements, insurance information etc.
General knowledge of loan processing and closing policies and procedures and credit policy is preferred.
Monitors status of loans in process. Requires a high school diploma or equivalent and one to three years of related experience.
Mortgage Customer Specialist (MCS) Job description: Functional Responsible for initial file quality review:
Review loan application for accuracy and completeness Validate information in NetO
Validate all necessary documentation is in Loan Document Manager (LDM) per the MLO Checklist and as required per AUS
Label documentation in LDM Complete FQTA
If file complete: Submit loan to Underwriting
If file incomplete: Issue NOI
If identified as cancel: Complete Cancellation steps
Collaborates with U.S. Bank Sales and Operations teams for customer contact, issues, and/or escalations.
Required Skills:
Attention to detail & accuracy.
Familiarity with income, credit, and asset documentation.
Ability to navigate multiple software applications at a time.
Strong communication and organizational skills.
Basic understanding of the Mortgage lending process.
Basic understanding of foundational lending compliance and regulations requirements.
Adheres customer confidentiality
Preferred Skills: (Good to Have)
Knowledge of loan programs (Conventional, HFA, VA, etc.).
Knowledge of underwriting guidelines.
Understanding complex tax documentation, including that for self-employed borrowers.
Ability to read and understand a purchase contract.
Experience in Digital Underwriting, Automated Underwriting Systems, Loan Prospector
Competencies:
Knowledge of loan programs (Conventional, HFA, VA, etc.).
Knowledge of underwriting guidelines.
Understanding complex tax documentation, including that for self-employed borrowers.
Ability to read and understand a purchase contract.
Experience in Digital Underwriting, Automated Underwriting Systems, Loan Prospector.
Role Requirements:
Location: Chennai, India
Work Model: 100% Onsite (5 Days Work from Office)
Training Hours: 6:30 PM to 3:30 AM IST (First 4 Weeks)
Operational Shift: 1:30 PM to 10:30 PM IST (Upon Completion of Training)
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Posting may be closed earlier due to high volume of applicants.
This is an U.S. Bancorp India posting. U.S. Bancorp India is a part of the U.S. Bank family.
Similar vacancies
Policybazaar.com
... Customer Service Specialist Role & responsibilities : Handle customer inquiries via phone. Provide detailed information about our products and services. Assist customers in making informed decisions about their insurance needs. Maintain accurate records of customer interactions and transactions. Resolve customer complaints ...
India, Gurugram
... and WhatsApp to assess candidate suitability, building awareness of hearing loss treatment options and Cochlear's technology portfolio, and providing ongoing support to guide families through the evaluation and decision-making process. The Customer Engagement Associate qualifies candidates based on clinical appropriateness ...
India, India
... preemptive fixes that improve the product experience. - Drive down defects across process, product, and tech alongside CX leads. Who You Are - 2+ years in Customer Success or Customer Support, ideally at a fintech or B2C company. - Experienced resolving queries across live chat, email, and phone in the same role. - High ...
India, Bengaluru
Customer Service Specialist A global consumer brand building its India customer operations Location: Remote (India) A well-known global consumer brand is building its India customer operations and has partnered with Flexiple to hire. You will support customers of a brand millions already trust, and help set the standard ...
India, India
Eclerx Services Pvt Limited
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists Responsibilities Communicate with customers via phone, email and chat Provide knowledgeable answers to questions about product, pricing and availability Work with internal ...
India, Chandigarh
55k
... Scan shipments accurately using handheld devices or approved digital platforms. - Adhere to company policies relating to shipment handling, documentation and customer interaction. - Support operational requirements during peak business periods. Follow all road safety guidelines while operating company or personal vehicles. ...
India, Amritsar
Multiplier mudra
... sales targets to be achieved by the sales team. Monitoring the performance of the sales team and motivating members to meet or exceed sales targets. Collecting customer feedback and providing updates to senior management. Traveling to potential and existing customers within an assigned sales area to present company offerings ...
India, Hamīrpur
Multiplier mudra
... sales targets to be achieved by the sales team. Monitoring the performance of the sales team and motivating members to meet or exceed sales targets. Collecting customer feedback and providing updates to senior management. Traveling to potential and existing customers within an assigned sales area to present company offerings ...
India, Nashik
olsen spaces
Rs 4.2 - 5 lakhs p.a.
... clients get set up in their space access, seating, amenities, and introductions to relevant on-site teams so they feel settled from day one. Billing & Collections Support • Coordinate with the finance team to resolve billing discrepancies raised by clients. 0–3 years of experience in customer support, client success, hospitality, ...
India, Bengaluru
Zscaler
... the AI era? Join us at Zscaler. We are looking for a Customer Support Associate I to join our team. This is a Hybrid role, reporting to the Senior Manager, Customer Services in the Customer Success Organization department. As a vital member of the support organization, you will drive the seamless activation of products ...
India, Bengaluru
₹26k INR - ₹60k INR / month
*Direct Walk-In Drive - Monday to Friday* Walk-in Interviews for Customer Service Associate -International Process Walk-in Interview - Monday to Saturday Walk-in Interview Time: 11:00AM-4:00PM Location: Ground Floor, InfoTech Centre,Milestone 14/2, Old Delhi–Gurugram Road,Dhundahera, Gurugram – 122016, Haryana Contact person ...
India, Gurugram
MindTickle
... Newswire) , and a Gold Stevie Award for Sales and Customer Service ( Mindtickle )- recognition of our dedication to both product excellence and outstanding customer support. Mindtickle is hiring an experienced Customer Support Engineer - II to join our Customer Support Engineering team and become the technical heartbeat ...
India, Pune
Aryaka Networks
Aryaka is seeking an experienced Customer Success Manager (CSM) to manage a portfolio of strategic enterprise customers across North America. The CSM will serve as the primary post-sales relationship owner and trusted advisor, driving customer adoption, value realization, retention, renewals, and expansion across Aryaka's ...
India, Bengaluru
aaron sales and leasing
$12.75 USD - $13.5 USD / hour
... Manager General Manager The Details What You Need Strong interpersonal skills Leadership skills An aptitude for marketing The desire to make a difference for our customers. What You'll Do Build long-lasting customer and vendor relationships. Set sales goals and drive new business with marketing strategies. Assist General Manager ...
India, India
... teams to identify upsell/cross-sell opportunities and support business growth. - Support operational goals by identifying process improvements and enhancing customer success workflows. 3+ years of experience in Customer Success, Account Management, or Client Support, preferably in SaaS or media/streaming tech environments. ...
India, India
Joyalukkas
... technical teams to resolve concerns and queries Bachelor's degree in any field (preferred) - 5- 7 years of industry experience - Proven experience in e-commerce, customer support, or a similar role - Fluency in multiple languages (e.g., English + Malayalam, Telugu, Tamil, Kannada, and Hindi) - Familiarity with e-commerce platforms ...
India, Bengaluru
British Council
... education, arts, culture, language, and creativity. Pay Band: 4 / H Sales and Customer Management Contract Type: Fixed Term Contract, 2 years To deliver excellent customer service by handling enquiries and registrations across our centres and digital channels, converting enquiries into registrations, and supporting income growth ...
India, Chennai
Ujjivan Financial Services
Customer Care Representative GRADE : AM-II DEPARTMENT : Branch Banking LOCATION : Full-time REPORTS TO : Branch Operations Officer REPORTING INTO NA This role is responsible for delivering seamless customer experience; FINANCIAL SIZE NON-FINANCIAL SIZE Generate quality sales leads Customer Service Understand customers' ...
India, Kishangarh
Webart Softech
... experience at an affordable price. We are looking for a customer service representative that will be the liaison between our company and its current or potential customers. The successful candidate will be able to accept ownership for effectively solving customer issues, complaints and enquiries; Assisting customers on our calls, ...
India, Chandigarh