United Shore

Client Experience Specialist

Business Unit
United Shore


The Change of Circumstances Specialist demonstrates a high level of client service and maintains quality standards. This role will ensure that all incoming work is processed and accurately entered in the system in a timely manner, as well as take on additional responsibilities highlighted below.



  • Processing Change of Circumstances (internal and external) while maintaining elite client service and quality standards
  • Ensuring that all incoming work is processed in a timely manner in accordance with company policy
  • Demonstrating a high level of client service and communication skills
  • Inputting data accurately into computer systems in a timely manner
  • Communicating and interacting with other teams
  • Understanding and keeping informed with Shore/UWM loan products and services
  • Verifying if the Fee Schedule is correct with Broker/Correspondent prior to closing/funding
  • Reconciling fees from the loan estimate and Closing Disclosure according to TRID guidelines
  • Processing internal and external change requests in compliance with TRID guidelines
  • Manage team in-box
  • Assist brokers over the phone and via emails with questions pertaining to changes and TRID fee guidelines.


Required Experince 

  • High school graduate
  • Great, positive, winning attitude
  • Ability to be flexible and work with a sense of urgency as well as overtime as business need occurs
  • Excellent communication skills--written, phone, and presentation
  • Strong computer knowledge and skills
  • Internet experience

Perfered Experince 

  • Minimum of one year experience working with conventional, government, or non-conforming loans
  • General knowledge of Underwriting, Product, and Title Insurance requirements/procedures is preferred
  • Knowledge of lender paid and borrower paid compensation per TILA guidelines.
  • RESPA/TRID knowledge preferred


United Shore is a rapidly growing, family-owned company that feels very much like family. Our team is a diverse group of mortgage experts, sales superstars, tech gurus, marketing whizzes and more. And our award-winning workplace just happens to be home to the #1 wholesale mortgage lender in the nation, United Wholesale Mortgage. We believe in setting our team members up for success by creating a unique, energetic culture where you can be yourself and still reach your professional goals.

Here are some of the reasons you’ll love working here:

  • Large, state-of-the-art fitness center with a full-size basketball court, outdoor sand volleyball court, plus Zumba and yoga classes
  • Wellness area, including an in-house primary-care physician’s office, full-time massage therapist and hair salon
  • Gourmet cafeteria featuring homemade breakfast and lunch, and a dedicated food truck
  • Free fruit, soft drinks and coffee
  • Convenience store featuring grab-and-go snacks
  • In-house Starbucks and indoor/outdoor café with Wi-Fi
  • Escape room designed for team-building activities
  • Indoor/outdoor putting greens 


All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job-related duties as requested by their team lead, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with United Shore is "at-will." United Shore is an Equal Opportunity Employer.


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