Develops and prepares loan solutions and identifies products and services options based on customer needs.
January 12, 2023
Building a quality external network of business relationships that serves as a recurring source of referrals for new mortgage lending opportunities.
January 16, 2023
Stay informed on changing market conditions, business trends and regulatory requirements by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements.
February 03, 2023
Provide end-to-end comprehensive lending guidance and solutions to prospective borrowers by uncovering their life priorities, analyzing financial and credit data, and determining client financing objectives.
February 20, 2023
Reviews documentation to ensure compliance.
March 11, 2023
Manages customer pipeline for efficiency.
March 16, 2023
Interacts with regional & corporate departments, as well as realtors, sales agents, builders, appraisers, etc.
March 30, 2023
Collaborates with internal and external stakeholders to complete mortgage transactions.
April 10, 2023
Collects and analyzes customer financial information for multifaceted and/or complex borrowers.
May 07, 2023