Loan Partner
Areas of Responsibility / Job Duties
Summary
Works as a producing team member with an Executive Loan Officer Team to assist with sales initiatives, generate new leads, and provide high-quality customer service to clients, along with other responsibilities as assigned.
Essential Duties and Responsibilities:
- Contact with Prospective Clients for intake and scheduling purposes
- Take initial loan applications
- Follow-up with all potential clients
- Execute Pre-approval follow-up system
- Schedule Realtor calls/meetings with new prospects
- Follow-up with Realtors on all closed transactions
- Follow up on meetings, including setting up another meeting
- Follow-up on funded loans
- Reach out to past clients for refinance opportunities
- Assist with writing pre-approval letters
- Assisting with existing Team Psaradelis loan pipeline as directed
- Participation and Teaching of Home Buyer Classes
- Execute follow-up system for attendees
- Participation in all team meetings
- Other projects assigned
Skills:
- Strong interpersonal and customer service skills required, ability to work with diverse base of contacts (Loan Officers, clients, agents, lenders, title companies, etc.)
- Detail-oriented individual with strong organizational skills and a gifting at establishing and following systems.
- Computer skills required for this position include intermediate/advanced MSWord, Outlook (e-mail), Excel, PPT, Adobe, and Encompass mortgage origination software and AI.
- Social media expertise preferred.
- Ability to work under pressure and meet stringent deadlines on a consistent basis.
- Desire to look for ways to go the extra mile with a positive attitude
- Licensed Loan Officer with (5) years industry experience required.
