Quality Assurance Verification Loan Officer; Welk - HVO

This position requires a current and active California real estate license.

Expected compensation range for this role is approximately $26.00 - $28.00 per hour, plus incentives, benefits and perks.

This position will be responsible for:

• Analyzing and applying Company processes, policies, and standards to ensure customers close the purchase process with a firm and accurate understanding of the product purchased and its terms.
• Ensuring customers are provided with all required contract, disclosure, and informational materials, and that these materials are thoroughly communicated, prepared, and processed properly.
• Auditing video and audio recordings of sales processes with reporting to Supervisor of any items potentially falling below the Company’s quality assurance standards or policies.
• Functioning as a resource regarding Company products and processes and contact point for customers until the purchase and points transfer process is complete.
• Other tasks, as needed, supporting the closing, quality assurance, contract creation, and/or sales support processes.

• Meet and actively engage with customers to present the contract and related documents to ensure they have a firm and accurate understanding of the product purchased and its terms and conditions, that the product purchased fulfills the customer’s needs, and that the purchase process has adhered to all Company policies and business guidelines.
• Possess (or demonstrate strong potential to develop) a deep understanding of the closing paperwork and processes, quality assurance processes, and contract creation and sales processes, for at least one sales center site. In addition, possess (or demonstrate strong potential to develop) a deep understanding of the Company’s training materials, policies, products and programs, and draw from and analytically apply this knowledge to address all questions raised by customers during and after the closing process.
• Convey to customers this position’s function as a knowledgeable contact point throughout the purchase process.
• Collaborate with Sales, Contracts, Underwriting, and other departments to ensure uniform messaging to customers and deliver a smooth and efficient closing experience, including collaboration with different levels of employees within other departments where necessary.
• Promptly and thoughtfully respond to customer inquiries in a customer-friendly manner and proactively seek resolution to customer inquiries or challenges, including developing tailored solutions that align with the Company operations and values.
• Examine all closing materials, including the contract documents, in advance of meeting with customers, to ensure all materials have been properly prepared and minimize delay in the closing process.
• Follow specific verbiage when presenting to owners and acknowledge consent for the QA process to be Audio/Video recorded.
• Analyze all closing materials after meeting with customers to ensure accuracy and completeness prior to sending it to the Contracts department for processing.
• Notarize documents, as needed.
• Ensure customers complete the closing process with all necessary paperwork and information.
• Actively participate in all department training sessions and support trainers, as needed.
• Provide feedback to the department management team, particularly as related to potential quality assurance challenges or opportunities to improve processes and assist in developing further business operations where applicable.
• Authenticate that the sales presentations leading to closings comply with the Company’s training, policies, and values.
• Audit video and audio recordings to guide determinations of any coaching or corrective actions needed.
• Document quality assurance standards and procedures, and collaborate with or support other quality assurance teams, such as Welk Resolution Center, to ensure the Company’s quality assurance and customer service standards are met.
• Monitor and report on quality assurance and Sales performance at select sites.
• Assist with contract creation processes, as needed.
• All other duties as assigned that are of a similar nature to the other job duties and responsibilities.
• Mu…