Excitedly manage the team production and loan pipeline while ensuring we give the “wow” experience to all parties involved in the transaction.
- Review files for adherence to underwriting standards and ensuring completeness of submission.
- Contact borrower, Loan Officer, realtor and title to collect necessary documentation and act as the liaison between customers, originating staff, realtors, TC’s, processing team, underwriting team, and closing team.
- Build and maintain solid working relationships with realtors with the goal of generating leads, increasing loan production and providing exemplary customer service.
- Ensure client meetings are regularly set and efficiently held, ensure regular and appropriate status updates are provided to customers, realtors, and title throughout the process.
- Run reports in CRM, provide data and status updates in excel format in tables and metrics to Loan Officers periodically on successful campaigns or team goals.
- Post marketing campaigns in Argos and BombBomb while overseeing social media posts and responses.
- Stay abreast of industry trends and changing regulations and guidelines related to the field of expertise. Make recommendations for changes to policy, practices, and process accordingly.