Client Success, Mortgage Specialist

Bohemia, New York, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial Services, MortgageIndustries

Requirements

Candidates should possess 2-5 years of experience as a Loan Officer, Loan Processor, or in customer support, ideally within the mortgage industry, and demonstrate a strong understanding of mortgage processes, terminology, and regulations such as underwriting guidelines, TRID timelines, and third-party services. Excellent verbal and written communication skills, along with empathy, patience, and a customer-first attitude, are required.

Responsibilities

The Client Success Specialist will respond to inbound customer inquiries via phone, email, and chat, addressing questions related to mortgage loans and providing step-by-step assistance throughout the application and approval process. They will diagnose and resolve customer issues, maintain detailed records of customer interactions, collaborate with underwriting, processing, and external loan officers, and proactively identify opportunities to enhance customer satisfaction through communication and feedback collection. Additionally, the role involves ensuring compliance with mortgage industry regulations and company policies, and providing insights to improve processes and service offerings.

Skills

Customer Service

Mortgage Industry Knowledge

Communication Skills

Problem-Solving

Documentation

Relationship Management

Pylon

Digital mortgage integration platform for businesses

About Pylon

Pylon Lending provides a digital mortgage infrastructure that allows businesses to integrate mortgage services into their products efficiently. Their platform offers APIs and pre-built UI components, enabling clients, mainly in the financial and real estate sectors, to embed a complete digital mortgage experience with minimal coding. Unlike traditional mortgage services that require extensive infrastructure, Pylon offers a customizable Software Development Kit (SDK) that covers the entire mortgage origination process, from application to closing. This approach helps clients save time and reduce costs. Pylon's goal is to simplify the mortgage process for businesses, allowing them to launch new mortgage products quickly while enhancing customer satisfaction.

New York City, New YorkHeadquarters

2022Year Founded

$8.3MTotal Funding

SEEDCompany Stage

Fintech, Financial ServicesIndustries

11-50Employees

Benefits

Medical, vision & dental

Unlimited PTO

Hardware allowance

Annual off-sites

Risks

Increased competition from fintech companies could erode Pylon's market share.

Potential regulatory changes may require costly adjustments to Pylon's platform.

Reliance on Citi's trading desk for liquidity poses partnership risk.

Differentiation

Pylon offers a fully digital mortgage experience via APIs and pre-built UI components.

Freddie Mac approval enhances Pylon's credibility in the mortgage industry.

Pylon's platform allows quick integration of mortgage services, reducing time and cost.

Upsides

Citi's investment provides Pylon access to institutional-grade products and rates.

Pylon raised $8.5M in seed funding, boosting its growth potential.

Increased AI adoption in mortgage underwriting can enhance Pylon's platform efficiency.

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