Job Description
The Partner Advocate role is responsible for bridging the gap between operations and sales, maintaining relationships with external partners, as well as the overall oversight of the life of the loan. The partner advocate fields requests and questions from external partners and ensures they get the answers required returned from the various departments in TPO.
At UHM, we understand diversity comes in many different forms. It’s our commitment to improve inclusion in the workplace through programs and policies that establish a positive and inclusive environment where every Partner, regardless of their background, can grow and excel. We value diversity, educate on equity, and create inclusive partner opportunities to ensure that you know #UBelongAtUHM!
ESSENTIAL DUTIES AND RESPONSIBILITIES Other duties may be assigned.
- Guide and maintain daily pipeline to status and ensure movement of files.
- Maintain timely and accurate information in regard to TPO web presence.
- Direct Assistance (phone/video) with questions/ system issues
- Meet crucial deadlines requested.
- Field and develop relationships with external partners to ensure customer experience.
- Review each milestone and daily service levels proceeding forward with all activity.
- Assist and train with learning opportunity on loan-level issues to familiarize system navigation.
- Evaluate customer needs to satisfy and tailor external partner’s requests properly.
- Regularly meet with Account executive to strategize and develop a game plan of weekly goals.
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