Loan Partner I

Responsibilities

• Assist one specific Mortgage Loan Originator or Branch Manager (Team Leader) under direct supervision.
• Manage the calendar:
  • Set all appointments for the Team Leader.
  • Confirm all appointments the day before; if a message is left, call again on the day of the appointment.
  • Schedule at least two callback times in the Team Leader’s day and update the voicemail to reflect those times.
• Handle lead tracker:
  • Call leads back within one hour to set appointments with a licensed Mortgage Loan Originator.
  • Update the referral source every time contact is attempted or made with a lead.
  • Bring two copies of the lead tracker to each team meeting.
  • Provide borrowers with a verbal list of required documents and directions, and have them write it down.
  • Send an email confirmation of the appointment (including the list of required documents, directions, and a testimonial) to the agent, borrower, and Team Leader (with “from [Team Leader name]” in the email’s subject line).
  • Print and place the borrower’s credit report in the appointment folder and have it ready for the appointment.
• Perform database management:
  • Update the database on the 1st of each month with closed loans from the previous month.
  • Email the “program of the week” to the realtor database every Friday.
  • Conduct 30-60-90 day calls for all closed loans.
  • Make ABC calls weekly.
  • Run the Birthday Program using the CRM tool.
• Organize the Team Leader’s workflow:
  • Maintain an organized desk for the Team Leader.
  • Keep the Team Leader on track with calls and schedule.