• Source mortgage leads.
• Build business relationships with real estate agents and other lead sources.
• Analyze potential loan markets and develop referral networks to locate prospects for loans.
• Market our Client’s products to  individuals and firms, promoting Our Client’s services that may meet customers’ needs.
• Meet with applicants to obtain information for loan applications and answer questions about the process.
• Analyze applicants’ financial status, credit, and property evaluations to determine feasibility of granting loans.
• Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
• Generate complete loan applications with corresponding documentation.
• Improve loan applications and documentation by informing the applicant of additional requirements.
• Help customers by answering questions and responding to requests.
• Handle customer complaints and take appropriate action to resolve them.
• Own the communication with the real estate agent or referral source.
• Confer with processing and underwriting to aid in resolving mortgage application problems.
• Maintain job knowledge by participating in educational opportunities, reading professional  publications, maintaining personal networks, and participating in professional organizations.
• Regularly participate in activities in connection with mortgage sales, including but not limited to attend closings, open houses, and/or conduct Client seminars/trainings and other lead-generating activities.
• Mortgage coaching available.

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