Loan Partner Admin

• Set all Consultation appointments for Loan Officer / Team Leader

• Confirm all appointments and ensure Video Link has been received by Client(s)

• Manage the Birthday Program, Thank You Notes, and LOTH or EOS

• Manage Gifting

• Coordinate EDDM and / or Marketing Campaign for Loan Officer / Team Leader

• Manage Customer Service Survey's at Closing

• Coordinate Lunch & Learns or Happy Hour Events

• Update CRM (BNTOUCH) with previous months Fundings

• Introduce WE NEED YOUR HELP & ALL ABOUT ME forms

Loan Partner Intake

• Takes and Schedules initial call for new leads

• Call leads back within 30 Minutes of receiving it

• Updates the Referral Source every time contact attempt or contact made with Leads

• Follows up on Leads Until Appointment is set (call at least 10 times)

• Set all Consultation appointments for Loan Officer / Team Leader

• Confirm all appointments and ensure Video Link has been received by Client(s)

• Give clients a verbal list of what to bring or have available for the Consultation

• All Leads added to Lead Tracker

• Maintain a 40% or higher conversion rate from Lead to Consultation appointment

• Collect all documentation and Loan Application (Zip) and pull Credit Report or Soft Qual

• Work with Credit Simulator(s) to recommend higher Credit Score opportunities to Client(s)

• Collaborate with Pre-Approval Specialist to ensure Prequal or Pre-Approval is achieved

• Introduce WE NEED YOUR HELP & ALL ABOUT ME forms

• Establishes themselves as an alternate Point of Contact for Clients

• Assists the Processing Team with gathering PTD's from Clients as needed

Loan Partner (NMLS Licensed)

• Responsible for Loan Partner Intake position / tasks (as needed)

• Delivers a WOW Experience from Contract To Close

• Establishes themselves as the Main Point of Contact with Client(s)

• Introduces themselves to Escrow & Real Estate Agents upon contract acceptance

• Presents Interest Rate and Pricing Options to Client(s)

• Borrower Pre-Close Call to review and confirm the Closing Disclosure

• Generates 1 Current Client Referral per transaction

• Ensures completion of WE NEED YOUR HELP & ALL ABOUT ME forms

• Ensures file reaches CTC within a timely manger

• Theme Day: Update Calls to Clients only (LO Does the Real Estate Agent Updates)

• Pipeline meeting weekly

• Maintain constant product and guideline knowledge

• Assist with Prequal or Pre-Approvals as needed

• Assists the Processing Team with gathering PTD's from Clients as needed

• Collaborate with Processing Team to ensure all Loans Close on time and smoothly

• Manage Customer Service Survey's at Closing