Areas of Responsibility / Job Duties
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.
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Contact with Prospective Clients for intake and scheduling purposes
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Take initial loan applications
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Follow-up with all potential clients
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Execute Pre-approval follow-up system
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Schedule Realtor calls/meetings with new prospects
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Follow-up with Realtors on all closed transactions
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Follow up on meetings, including setting up another meeting
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Follow-up on funded loans
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Reach out to past clients for refinance opportunities
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Assist with writing pre-approval letters
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Assisting with existing Team Psaradelis loan pipeline as directed
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Participation and Teaching of Home Buyer Classes
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Execute follow-up system for attendees
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Participation in all team meetings
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Other projects assigned
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Strong interpersonal and customer service skills required, ability to work with diverse base of contacts (Loan Officers, clients, agents, lenders, title companies, etc.)
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Detail-oriented individual with strong organizational skills and a gifting at establishing and following systems.
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Computer skills required for this position include intermediate/advanced MSWord, Outlook (e-mail), Excel, PPT, Adobe, and Encompass mortgage origination software and AI.
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Social media expertise preferred.
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Ability to work under pressure and meet stringent deadlines on a consistent basis.
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Desire to look for ways to go the extra mile with a positive attitude
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Licensed Loan Officer with (5) years industry experience required.
