Duties and Responsibilities:
- Builds rapport and leverages customer relationships with existing and potential borrowers with the goal of meeting customer needs and exceeding their expectations.
- Analyze customers’ financial situations and provide the appropriate solution by advising customers as to the appropriate loan product for them.
- Excel in a fast-paced environment with the ability to multitask and follow up with multiple customers and work on multiple files each day.
- Accept multiple live, qualified inbound leads daily.
- Lock loans at the point of sale, request initial documents from the customer and submit an initial, paperless loan package to production staff.
- Review active loan files each day to determine if any documents are missing or what can be done to help the process along
- Structure and price loans accurately.
- Ensure Complete Customer satisfaction
- Operate as the key Point of contact during the process responsibilities including updating status, reviewing disclosures, presenting any counter offers and going over closing statement prior to closing.