Oak Street Mortgage Work Values

Daily Duties at Oak Street Mortgage :

Coordinate work assignments of representatives engaged in performing a subset of the following duties to include on-line customer service/billing, customer retention, and inbound/outbound programs/welcome calls. Complete monthly call observations, monitoring employee-customer interaction to provide ongoing feedback to employees to ensure quality service, and customer satisfaction. Conduct monthly one-on-one coaching sessions with team representatives. Monitor and approved the representative payroll, working hours, overtime, training, vacations, lunch time, breaks, etc. Administer training for representatives in coordination with Trainer and monitor/evaluate progress. Prepare and analyze reports detailing department/team results for review by Area Exec Directors, Associates Director and/or Manager. Make service-Affecting decisions in routine matters. Maintain frequent customer contact and interface to ensure that Oak Street Mortgage was perceived by the customer as providing timely follow up and responseOther Duties to Include: Setup and draw documents and to insure accurate closing and delivery of collateral files to the Post/ Closing/ Service Department. Verify Broker fees, time of closing, fees for title/escrow and closing time with escrow/title companies. Input closing information into the Pro V System. Complete OSM Doc/Funding checklist. Draw Documents for the loans and send via-email or print for over night delivery. Following up with the closing agents (escrow/title) to make sure that they have received the email and/or over night documentations. Adjust conditions met and print our OSM closing instructions. Complete all Prior to Funding Sections on the Document/Funding check list. Input the corrected information off the escrow/title company's HUD 1 Settlement Statement in order to send the final funding figures out to escrow/title.

What they like about Oak Street Mortgage :

You give high priority to hiring firms with prestige. Market reputation and prestige of a firm may be determined through on-line research, and conversations with individuals working in your target industry. Note that firms "in the public eye" receive a great deal more critical publicity and attention than those operating with more anonymity. So as you assess your employment opportunities, be sure to seek out the positive aspects of the firm's reputation in addition to noting negative publicity the company may have received.

Tags

Customer Service Rep, Management, Financial

Skills

P&L responsibilities, Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership

These are some of the questions we asked our climbers about their experiences with Oak Street Mortgage :