Duties and Requirements
- Working hand in hand with the Loan Officer to help manage daily tasks to increase productivity
- Assist the licensed Loan Partner with tasks as needed
- Calendar Scheduling
- Screening Phone Calls
- Updating all parties in the transaction on loan progress and milestones
- Follow up with past clients and referral partners
- Consistently exceed Client and Realtor expectations
- Must work well in a Team Environment
- Attend daily team meetings to go over goals, tasks and pipeline management
- Must have excellent written and verbal skills and top notch Customer Service Skills
*Some mortgage experience is preferred but strong clerical and organizational skills are a must. You do not have to be licensed for this position.
Compensation depends on experience. We offer a base salary to provide you with some security knowing you will always have a paycheck; and bonus opportunities to increase your earning potential .