Interview mortgage applicants to understand and educate them on their financing options available. Understand the loan applicant’s goals in order to advise and review potential loan programs that would best suit their needs and stated goals
- Be accessible to the buyer and individuals involved in a loan to answer questions and/or provide updates
Maintain reports and notes within the origination software and customer relationship management systems
Review new leads daily and contact them to earn their business
Daily Pipeline Management (loan application to funding process) to ensure that the loan process goes smoothly for all parties involved
Make presentations on loan products in sales meetings and with Sales staff in builder communities
Quickly respond to Operations in order to facilitate an efficient loan process
Provide necessary disclosures to a loan applicant within a timely manner in accordance with regulations
Conduct all business in a professional and ethical manner to serve customers and increase the goodwill and profit of the company
Able to work overtime
Able to travel overnight
Market the company’s products and services accurately and effectively to potential business sources
Develop sales leads for mortgages in builder communities and real estate offices
Provide weekend coverage in builder communities and grand opening functions
Review all documentation provided by borrower, check for accuracy, and address any discrepancies
Be familiar and comply with all company QC policies, review updates to the manual, and attend meetings as necessary
Provide input to management, and attend production/staff meetings
Infrequently, assist in resolving post-closing/funding problems
Attend loan closings when possible