LOAN PARTNER

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.