About the role
- Communicate and assist Team Loan Officers (LO)
- Correspondence with borrowers
- Assisting with Proposals/Applications as needed and keeping the LO informed
- Track Application
- Collect trailing documentation
- Submission to Operations
- Assist Ops as needed in order to ensure a high level of customer service
- Business Development
- Facilitating the incorporation of various referral partners to increase sales
- Arrange and coordinate local meetings and events
- Facilitate in maintaining databases of clients and/or referral partners via SalesForce
- Assisting Sales Leader(s) in various aspects
- Support Sales Leader (s) in various aspects as necessary
- Answer and Respond to phone calls, communicate messages and information to the Leader
- Attend/Assist in LO Business Planning
- Prioritize items as necessary
- Arrange and coordinate meetings and events
Requirements
- Entry level position
- Ability to communicate with clients and Loan Officer
- Excellent verbal and written communication skills
- Problem solving, analysis and solution oriented
- Work as a team player
- Attention to detail and takes initiative
- Computer/phone/document preparation equipment oriented
- best-in-class health plans (medical, dental, vision, HSA, and FSA)
- generous PTO
- paid holidays
- company-paid life insurance
- a competitive 401(k) match
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
communicationproblem solvinganalysisteam playerattention to detailinitiative