Loan specialist
Job Posting for Loan specialist at Churchill Mortgage
About Us
Churchill Mortgage began in 1992 with the core value of providing the highest level of integrity to each and every customer, meaning we tell our customers what is best for them even when it means we won't close their loan.
We have found over and over again that treating people the way we want to be treated is not only the right thing to do, but it builds lasting relationships.
Churchill Mortgage proudly embraces the sound financial principles, as heard on the Dave Ramsey Show.
Basic Function
This role will take incoming leads from Spanish speaking clients & review, qualify and process loan applications, coordinate the approval or disapproval of loan applications within established investor limits and facilitate disbursement of loan funds.
Responsibilities :
- Originate and make sales of loan packages to customers, including meeting and counseling with customers at their homes and offices.
- Engage in marketing, promotion and business development activities in support of sales, including calling on real estate agents and brokers, financial advisors and other potential referral sources.
- Provide applicants with information regarding the loan application process.
- Counsel customers with respect to credit needs.
- Obtain complete loan application including all supporting documentation needed to process the loan.
- Pre-qualify potential loan applicants by analyzing financial background.
- Follow-up on processing the loan by obtaining additional applicant information if necessary.
- Maintain communications between the lender and borrower.
- Establish rate with borrower verbally and in writing prior to settlement.
- Understand and support the corporation's policies and procedures to provide proper and effective treatment to all of the corporation's customers.
- Resolve any customer problems in an expeditious and tactful manner.
- Review and report complaints received from customers and recommend corrective action to management.
- Other duties as assigned
Last updated : 2024-03-23
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