The specialist will handle inbound customer inquiries via phone and email while maintaining data privacy and compliance standards. They are responsible for researching account information, documenting interactions, and processing routine servicing requests.
Requirements overview
Candidates should possess strong communication skills in both English and Spanish and have a high attention to detail. Proficiency in Microsoft Office and previous experience in customer service or financial services is preferred.
Key skills
Customer serviceCommunicationEnglishSpanishAttention to detailData privacyMicrosoft OfficeOrganizational skillsAnalytical skillsMortgage servicingFinancial services
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AD Mortgage is proud to be ranked among the Top 5 U.S. Wholesale Lenders by Mortgage Brokers. We're leading the charge in Non-QM innovation, backed by a full product lineup that includes Conventional, Government, Jumbo, VA, and of course, Non-QM loans.
We’re focused on delivering both advanced technology and the human support our partners rely on. Our commitment to excellence is supported by our award-winning technology:
🔺 AIM – our AI-driven broker portal
🔺 Self-Disclosure – 24/7 disclosures in under one minute
🔺 Non-QM AUS – first-ever automated underwriting for Non-QM scenarios
🔺 ADvantage Loyalty Program – over 9,000 partners earning rewards
🔺 Concierge Service & Income Calculator – faster closings, smarter support
With industry-best pricing, fast turn times, and the Power of Yes, we help our partners grow with confidence.
Become our partner! Visit us at https://admortgage.com/become-a-partner/?utm_source=li&utm_medium=sm&utm_campaign=description
NMLS ID #958660 | Equal Housing Lender | www.nmlsconsumeraccess.org
Customer Service & SupportFinance & AccountingAdministrative
Description
About this opportunity
We are looking for a detail-oriented and customer-focused Junior Customer Service Specialist to join our Servicing team. In this role, you will assist borrowers and business partners by handling inquiries, providing account information, processing requests, and ensuring exceptional customer service while maintaining compliance with company policies.
Key Responsibilities
• Handle inbound customer inquiries via phone and email.
• Verify customer identity and maintain data privacy standards.
• Research and provide accurate information regarding mortgage servicing accounts.
• Document customer interactions and requests in internal systems.
• Process routine servicing requests and coordinate with other departments when needed.
• Follow established service standards, procedures, and turnaround times (SLAs).
• Maintain professionalism and accuracy in all customer communications.
Location and Schedule
This is a full-time, office-based position in a modern, cozy environment in our Fort Lauderdale HQ.
Our standard working hours are Monday to Friday, 10:00 AM to 7:00 PM, promoting a healthy work-life balance.
Skills & Qualifications
Strong communication skills in English and Spanish.
Attention to detail and ability to work with large volumes of information.
Basic proficiency with Microsoft Office and business applications.
Strong organizational and analytical skills.
Customer service experience is preferred.
Mortgage servicing or financial services experience is a plus.
What We Offer | Career and Culture
Company Culture: Inclusive, supportive company culture where you are not a number, but a voice that's heard and brings value.
Growth Path: Defined paid training and clear pathways for career development.
Benefits: Comprehensive benefits package including PTO, sick days, paid volunteer hours, medical, dental, vision insurance, and 401(k).
Take the first step towards a rewarding career in the mortgage industry with AD Mortgage.
Our Recruitment team will reach out to you shortly!
Connect with us: Explore our social media to get a sense of our corporate culture.
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We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sexual orientation, age, marital status, veteran status, or disability status.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.