VA Client Success Specialist

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Job description

Position summary: The VA Client Success Specialist originates residential mortgage loans according to established policies and procedures to ensure regulatory compliance while meeting sales goals. Responsible for performing various duties to support the Mortgage Department; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.

Qualifications required:

• High School Diploma or equivalent
• U.S. Military veteran with an Honorable Discharge and / or One year of sales experience
• Good communication skills
• Ability to work in a team environment
• Ability to multi - task in a busy work environment
• Basic computer skills
• Must be able to obtain and maintain a National Mortgage License
• Be able to perform basic math functions

Essential functions and responsibilities:

• Valid Driver's License
• Take inbound calls from veterans / active military to discuss mortgage financing
• Follow up with pipeline of clients
• Be able to convert phone inquiries into loan applications
• Be able to be trained on VA mortgage guidelines
• Learn requirements of mortgage qualifying
• Work with deadlines
• Demonstrates and promotes Meridian Bank's Core Values: Our Partners, Our People, Our Bank and Our Communities
• Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
• Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
• Communicates with management and coworkers in order to integrate goals and activities
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
• Other duties as assigned including, but not limited to, scheduling appointments and maintaining calendar dates.

Success factors/job competencies:

• Organizational and time management skills
• Ability to work under supervision
• Ability to take constructive criticism to improve performance
• Strong customer service skills
• Excellent interpersonal and communication skills (verbal and written)
• Timely and regular attendance
• Completes work in a timely manner
• Work toward attaining preset goals

Application Access:

• Encompass
• Blend

Physical demands/work environment/ location:

• Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and office phone. Most work is completed in an office environment.
• Work environment: The noise level in this environment is moderate
• Location: VA call center in Towson, Maryland, or other locations as directed.

Meridian is an equal opportunity employer.