Essential Duties:
- Track referrals, update data base and maintain contact with customers, Realtors and Attorneys.
- Obtain necessary information and guide applicants through the mortgage process (such as requesting documents, running credit, working with client’s Realtors, etc.) gathering conditions up to file submission.
- Order inspections, appraisals, titles, etc.
- Input loan data, scan and upload files to complete the application for submission.
- Process loan information for credit and automated underwriting
- Must have mortgage program knowledge with 2 years' experience as an LOA
- Encompass experience required
- Must have ability to communicate mortgage requirements to clients, processors, and referral partners.
- Experience in marketing/social media is a plus.
- Excellent customer service skills, positive attitude, ability to work independently as well as in a team environment are required.
- Experience with Conventional, FHA, VA, USDA, Construction and other types of mortgages is preferred.
- Must be pro-active and initiate action to correct problems as necessary.
- Must be detail oriented and can prioritize tasks in a logical manner.
- High school diploma or equivalent