Responsible for managing communications, marketing, creating goodwill and providing administrative support to Managing Loan Officer and Branch Manager/Team Leader as necessary in a fast-paced environment.
Answers all incoming calls to the Managing LO and obtains basic identifying information about a prospective borrower on behalf of the LO (i.e. name, address, contact information, purpose of call, etc.
Sets and confirms appointments with clients, realtors and business partners
Initiates contact with new leads and realtors and ask for an appointment to meet with Managing Loan Officer
Acts as liaison between borrower and other third parties such as realtor, title company in communication
Sends thank you letters and miscellaneous notes on new loan applications, referral sources, weekly closings, lunch appointments, etc.
Works with operations partners in aspects of the loan process or closing
Coordinates with realtors and title company to arrange the closing
Communicates on a regular basis with borrower and realtor providing loan status updates
Provides prospective borrower with information unrelated to loan terms (i.e. best days of the month to schedule loan closing)
Communicates on behalf of the mortgage LO information not directly involved with negotiating or re-negotiating/changing loan terms
Receives UHM requested borrower documentation and forwarding to appropriate Partner and/or department and follows up on additional information needed
Creates, updates and maintains social media (i.e., Managing LO Facebook page)
Updates and maintains marketing (SAM) database and utilizes database to maintain regular contact with borrowers
Plans and organizes networking events, including lunches, training programs, etc.
Act as a liaison between clients and business partners and connect people as appropriate or as needed
Contact previous clients to ensure satisfaction with the process and to determine if there is anything further the Managing LO can do to help with their debt management process
Maintains regular contact with Managing Loan Officer on status of all active files
Employee is not paid under the terms of LO Compensation pay structure per TILA
Education & Qualifications
1-2 years of office mortgage experience is preferred or 1 year of customer service experience
Be cheerful, positive, direct and have a clear speaking voice in dealing with clients in person and on the phone
Have an ability to communicate with solid verbal and written skills
Be prompt and courteous
Be structured, detailed and accurate in his/her approach to tasks
Have a solid understanding of Microsoft Office products
Superior organizational skills
Have a desire to work in an energetic and high paced environment