Responsible for facilitating the accurate and timely completion of home real estate loan applications including making initial contact and follow-ups with clients, gathering information for new loan underwriting, providing support throughout the mortgage loan application process, and performing administrative duties.
Primary Point of Contact – Serve as the primary contact and liaison between clients, branch manager, and assigned loan originator. Coordinate meetings and prepare the documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork.
Loan Management – Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator. Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service.
Provides Administrative Support
Screen calls
Take messages
Book and Confirm appointments
Other needed tasks
