Entry Level Client Review Specialist

Reposted Yesterday
Be an Early Applicant
Pontiac, MI, USA
In-Office
Junior
Financial Services
The Role
Reviews client applications, status changes, conditions, and professional background checks to determine approval eligibility and fit with UWM’s business model. Manages application queues, processes approvals and denials, handles client structure changes, and collaborates with internal teams and Sales. Provides service to internal and external clients while ensuring documentation is complete and decisions are accurate.
Summary Generated by Built In
 

Use your problem-solving skills and our guidelines to determine if a company is able to become and/or receive additional approvals with us as a client. Daily interactions with a mix of internal and external clients. Looking for a team player with strong work ethic, positive attitude, coach-able, sense of urgency in tasks, attention to detail, adapts well to changes, organized, someone that is driven and takes ownership and pride in their work.

WHAT YOU WILL BE DOING
  • Reviewing new and change status applications submitted to UWM
  • Reviewing conditions supplied for applications
  • Running/requesting, reviewing, and analyzing professional, industry background checks on clients
  • Closely analyzing information and documents provided for completeness and determine if the client is eligible for approval/fit the UWM Business model
  • Reviewing new signup applications and working with BDT/Sales 
  • Managing queues within OBA for day to day tasks
  • Providing great client service to both internal and external clients
  • Processing denials and approvals
  • Processing change of structure requests (broker to correspondent and vice versa)
WHAT WE NEED FROM YOU

MUST HAVE QUALIFICATIONS 

  • 1-2 years experience with Elite Client Service 
  • Strong analytical and problem solving skills
  • Excellent verbal and written communication skillsProficiency in Microsoft Office (Word, Excel, etc.)
  • Positive attitude
  • Ability to work independently and be a self-starter
  • High School Diploma or equivalent
  • Onsite attendance is required
THE PLACE & THE PERKS

Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It’s all happening on UWM’s campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement.


It’s no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It’s at the very heart of how we treat each other, our clients and our community. Whether it’s providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life.


From the team member that holds a door open to the one that helps guide your career, you’ll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you’ll be welcomed here. Accepted here. And empowered to Be You Here.


More reasons you’ll love working here include:

  • Paid Time Off (PTO) after just 30 days
  • Additional parental and maternity leave benefits after 12 months
  • Adoption reimbursement program
  • Paid volunteer hours
  • Paid training and career development
  • Medical, dental, vision and life insurance
  • 401k with employer match
  • Mortgage discount and area business discounts
  • Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court
  • Wellness area, including an in-house primary-care physician’s office, full-time massage therapist and hair salon 
  • Gourmet cafeteria featuring homemade breakfast and lunch
  • Convenience store featuring healthy grab-and-go snacks
  • In-house Starbucks and Dunkin
  • Indoor/outdoor café with Wi-Fi
DISCLAIMERAll the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job-related duties as requested by their team lead, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with UWM is "at-will." UWM is an Equal Opportunity Employer. By selecting “Apply for this job online” you provide consent to UWM to record phone call conversations between you and UWM to be used for quality control purposes.

Skills Required

  • 1-2 years of experience with elite client service
  • Strong analytical and problem-solving skills
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office, including Word and Excel
  • Positive attitude
  • Ability to work independently and be a self-starter
  • High school diploma or equivalent
  • Onsite attendance
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The Company
7,524 Employees
Year Founded: 1986

What We Do

United Wholesale Mortgage (UWM) is a nationwide home mortgage lender headquartered in Pontiac, Michigan. It works exclusively through independent mortgage brokers, providing wholesale mortgage origination, proprietary technology, training, and client support. The company originates primarily conforming and government loans across all 50 states and the District of Columbia, aiming to make the mortgage process faster, easier, and more affordable for brokers and borrowers.

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