REQUIREMENTS

• Strong proficiency in Microsoft Office (Outlook, Word, Excel) and Adobe Acrobat, navigating the internet, and generally tech savvy
• Demonstrated track record of effective, proactive, and precise verbal and written communication
• Detail oriented, organized, and able to prioritize, multi-task, manage time, problem solve, and work independently in a fast-paced environment
• Self starter willing to take initiative and be resourceful in identifying and owning issues and producing effective results
• Strong mathematical and analytical abilities
• Good judgment and the ability to handle confidential information
• Professional, friendly, courteous, positive, collaborative, and client-centric spirit that embraces diversity and inclusion

• Be organized and manage own schedule
• Be accessible to clients and team members and return calls same day
• Solicit required documentation from applicants
• Accurately analyze complex financial statements
• Advise and recommend to clients regarding various mortgage loan products based on their individual circumstances
• Review interest rates as needed and lock all loans with borrowers in accordance with secondary marketing pricing and rate lock policies and procedures
• Build rapport and maintain open lines of communication with prospective/current clients, builders, realtors, and title agents and provide outstanding customer service
• Provide prequalification letters in accordance with regulatory requirements
• Meet or exceed established sales goals as determined by branch manager
• Participate in weekly pipeline meetings with processors
• Assist loan processing and closing departments to facilitate accurate and expeditious processing and closing of loans