Wingman Group

Analyst

• Assess each borrower’s financial statements and credit data to determine their creditworthiness.
• Prepare paperwork for clients actively applying for a mortgage loan and help them pull together all the necessary documents and credit information to submit a complete and viable loan application to lenders.
• Review mortgage disclosures to make sure all federal and state lending regulations are followed.
• Work with real estate agents to make sure they understand what is required for clients to successfully apply for a mortgage loan.
• Maintain current and accurate records for each client throughout the lending process and ensure sensitive information is handled with the utmost care.
• Present progress reports and updated financial data to the mortgage team to ensure a successful close.

Mortgage Credit Analyst

Graphics Designer

• Work within established brand templates and guidelines
• Design and prepare artwork for print collateral like signboards, brochures, and flyers
• Adapt print assets for digital use and design social media graphics
• Manage tasks within Notion
• Communicate proactively regarding task status

Administrative Assistant

• Manage incoming phone calls for the dealership group
• Ensure all calls are directed to the appropriate department
• Assist with general administrative tasks as required
• Maintain a high standard of customer service at all times
• Provide basic information such as dealership operating hours and general enquiries
• Direct customers to the appropriate team member
• Perform basic data entry, deal processing, etc when required
• Support dealership departments with general administrative tasks to help improve operational efficiency
• Maintain records of calls or enquiries if requested
• Ensure calls are answered promptly during working hours

Mortgage Credit Analyst

Graphics Designer

Receptionist, Administrative Assistant