The purpose of this job is to train to work with existing customers to retain mortgage financing on their property.
Responsibilities
Assist LO with customer inquiries by providing payment and cost information. Facilitate the application process via phone or internet. Produce disclosures and other written estimates
Handle follow up calls for documentation, realtor updates and clearing underwriting conditions
Mastering the skills needed for all aspects of loan origination. Study guidelines and show initiative to learn independently
Provide sales support to LO such as courtesy calls, thank you notes, conducting sales activities etc.
Coordinate loan closings with attorneys and closing agents
Other duties as directed by the LO to provide sales and service support to customers and referral sources
Perform additional duties as assigned.
Qualifications
4 year college graduate, with 3.0 or higher -OR-
Minimum of 3 years in previous customer service, marketing, mortgage lending or other related experience
Expertise in communicating effectively with the public
Marketing/Public relations education or real estate lending knowledge
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Equal Opportunity Employer/Females/Minorities/Individuals with Disabilities/Protected Veterans
