Loan Partner

Loan Partner Areas of Responsibility / Job Duties Summary 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.

Essential Duties and Responsibilities

Contact with Prospective Clients for intake and scheduling purposes Take initial loan applications Follow-up with all potential clients Execute Pre-approval follow-up system Schedule Realtor calls/meetings with new prospects Follow-up with Realtors on all closed transactions Follow up on meetings, including setting up another meeting Follow-up on funded loans Reach out to past clients for refinance opportunities Assist with writing pre-approval letters Assisting with existing Team Psaradelis loan pipeline as directed Participation and Teaching of Home Buyer Classes Execute follow-up system for attendees Participation in all team meetings Other projects assigned Skills: Strong interpersonal and customer service skills required, ability to work with diverse base of contacts (Loan Officers, clients, agents, lenders, title companies, etc.)

Detail-oriented individual with strong organizational skills and a gifting at establishing and following systems. Computer skills required for this position include intermediate/advanced MSWord, Outlook (e-mail), Excel, PPT, Adobe, and Encompass mortgage origination software and AI. Social media expertise preferred. Ability to work under pressure and meet stringent deadlines on a consistent basis.

Desire to look for ways to go the extra mile with a positive attitude Licensed Loan Officer with (5) years industry experience required.