Knock

General

• Assist Loan Officers by gathering required documentation to complete the loan application
• Work with borrowers and partners to help borrowers become pre-approved for the Knock Bridge Loan
• Successful and effective pipeline management consisting of 200+ loan applications per month, per loan officer
• Ensure minimum submission requirements and documents are met prior to submitting loans for disclosure
• Follow up on disclosed loans to ensure they are signed in a timely manner
• Assist both Loan Officers and Loan Assistants with any borrower requests
• Assist in assigning new loan files to Loan Officers
• Understanding of TRID guidelines and Loan Estimates
• Work with internal risk and loan officers to ensure loans are properly set up and documented in Encompass
• Excellent customer service is second nature, with a natural inclination to assist others
• A quick study and self-starter: taking initiative and learning quickly in a remote, tech-enabled environment is critical to success
• Collegially competitive: meet or exceed individual quotas and expected company metrics while also sharing what is and isn’t working with an understanding that a rising tide lifts all ships
• Responsive to internal stakeholders and external customer needs, leaving no email unresponded and no voicemail unreturned
• Comfortable working autonomously- you search for your answer before asking a question
• Promote a culture that puts People First, with an emphasis on best-in-class customer service from lead to closing
• Continually learn, grow, and expand your knowledge of mortgage origination sales
• Take on ad-hoc projects as they arise & always be willing to support your team where they need you

Loan Officer Assistant

• Calculate Knock Bridge Loan advance amounts using internal calculations and guidelines
• Accurately condition loan files based on the loan application and file documentation
• Provide consistent internal communication regarding loan status and approval updates
• Communicate effectively and professionally with external Lending Partners, Agents, and Borrowers
• Review title reports and homeowners/flood insurance to ensure Knock’s lien position and security interest
• Efficiently and effectively manage and process a daily pipeline of loans while maintaining company turn times
• Understand and stay current with all company policies, procedures, industry regulations, and other changes impacting Knock and the broader industry
• Continuously learn and grow while supporting the development of others; serve as a mentor and resource both within and beyond your team
• Take on ad-hoc projects as they arise and proactively support the team wherever help is needed

Mortgage Processor/Underwriter

Account Executive

• Execute outbound cold outreach to generate interest and convert prospects into active lending partners that drive loan applications
• Host regular meetings and training sessions with loan officers, team leads, branch managers, brokers, and agents to share updates, review performance, and optimize use of Knock’s offerings
• Consistently meet or exceed monthly goals for driving new business within an assigned territory
• Partner with lenders and brokers to drive new loan applications for Knock
• Lead operational and strategic initiatives that grow top-of-funnel activity and drive both new and repeat applications
• Achieve monthly loan application sales targets, with a minimum expectation of 70 applications per month
• Collaborate cross-functionally with internal teams to deliver a seamless experience for our partners and their customers
• Track, analyze, and report on key performance metrics including outreach activity, partnerships, leads, and loan applications
• Champion collaboration and foster a positive, team-oriented work environment

Loan Officer Assistant

Mortgage Processor/Underwriter

Mortgage Account Executive