Our team is redefining the industry – and creating a culture of excellence.

• Perform specific tasks assigned by loan officer
• Ensure files move through processing and closing in a timely manner
• Establish appointments with clients
• Meet with clients to complete necessary documents
• Promptly respond to client’s questions and concerns
• Follow up with clients at all times, keeping them informed of the loan process
• Accurately obtain & review applicant’s credit history
• Systematically store and maintain client data and files
• Properly prepare files for submission to processing
• Daily illustration of excellent customer service skills with clients and applicants to ensure client retention
• Efficiently perform a variety of research duties in support of the branch
• Stay acquainted with assigned Loan Officer’s daily schedule

• Excellent written and verbal communication skills
• Proficient in Microsoft Office and capability to utilize office equipment
• Proficient organization skills ; willing to respond to emails within 1 hour max
• Excellent time management skills; ability to prioritize
• Ability to learn quickly and effectively
• Excellent listening skills
• General knowledge of loan products and process
• Rapid decision making abilities
• Aptitude to work in a fast-paced, daily environment
• Must have the ability to work nights, weekends, and holidays as needed.