Are you a self-motivated, results-driven remote worker looking to better the lives of others, while furthering your career goals and just maybe having some fun along the way?
We are committed to attracting and retaining top talent and offer a competitive salary, benefits, and opportunities to grow within the company. Our success is due to our innovation and a company culture based on results, creative outside-the-box thinking, an atmosphere of “good fun” and making sure The Team collaborates to ensure a fulfilling work life. Employees are given the opportunity to grow their careers with the support to achieve personal & professional goals leading to a richer and more fulfilling life overall. Life is too short to hate what you do for a living. We are highly committed to attracting, developing, and retaining top talent throughout the world. Come grow with us one closed loan at a time.
Position Overview
The purpose of this role is to work directly with the Owner & Team Whisperer to do a complete buildout of our systems from scratch. You will be responsible for creating various boards, tasking Team Members, workflows, tracking of all loan processing stages, documents, CRM implementation, eventually adding automation and much more. This is a highly strategic position, where tasks and routines will transition quickly, and strong versatility, self motivation is a must.
Responsibilities (tasks associated with the role) include but are not limited to:
– Complete mortgage company buildout from the ground up with board creation
– Employee task workflow creation
– Employee KPI creation & tracking
– Loan processing tracking
– Doc management
– Email & various software integrations
– Create automated templates for client follow-ups on timed e-mail workflows keeping all parties updated throughout the entire loan process
– Submit daily reports to Operations & Owner for review and further instruction
Requirements (and expected proficiencies to excel in this role) include but are not limited to:
o Should you be picked for the 2nd round interview process, you will be required to complete a sample project within in a slotted amount of time as part of the interview selection process. This will assure your knowledge & experience directly with .
o Must be ethical, with a commitment to company values taking pride in your work product completed in a timely manner
o Self-starter, a goal-oriented professional who is focused on providing the highest level of service to The Team
o Ability to manage multiple priorities, strong detail orientation, and highly organized
o Strong negotiation and time management skills displaying the ability to accurately work with a powerful sense of urgency and responsiveness
o Ability to continue developing knowledge of the mortgage industry, products, lending practices, and regulatory guidelines as they continuously evolve
o Has excellent communication skills (written/verbal) and is clear and concise when speaking with The Team
o Continually meets and/or exceeds the KPI’s set by self and management for productivity
o Proactive & enthusiastic about delivering positive timely results
Metrics (Expected Results):
* Completed tasks and projects with a high level of efficiency, accuracy, and confidentiality
* Ensure all of the CEO’s email inquiries are responded to by the end of the day each day and checked all throughout the day
This job description is not all-inclusive.
APPLY FOR THIS JOB:
Company: Hawaii Financial Services, LLC.
Name: Mo Aguayo
Email: