Interviews applicants to collect and analyze information regarding their income, assets, debts and credit data as well as their needs, desires, and earnings to assist in determining whether the loan will be an acceptable risk.
May 13, 2023
Provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
December 06, 2022
Works cooperatively and constructively with a wide variety of people, cross-functional teams, community- based organizations, title companies, and referral partners.
December 19, 2022
Meet with prospects referred by these sources and obtains information to understand individual situations and mortgage needs.
January 15, 2023
Develop and maintain relationships with realtors and builders and people of influence with the purpose of originating mortgages from referrals by these individuals.
February 20, 2023
Maintains active relationships with existing customers to ensure retention of relationships, fostering new business through actively meeting the needs of those customers.
March 03, 2023
Assists customer via telephone and walk-in customers directly to discuss loan programs and pre-qualifying requirements and procedures.
March 29, 2023
Manage the closing process for new transactions including negotiating loan applications and loan documents, completing all due diligence, and coordinating a closing team that includes loan asset managers, production analysts, attorneys, architects, appraisers and other third-party service providers.
April 13, 2023
Follow through with branch office applications until closing, obtaining commitment papers, surveys, title insurance, employment verification's, etc.
May 01, 2023