Attend monthly sales meetings, training sessions and Bank functions.
October 24, 2022
Develop and implement marketing programs such as direct mailings, seminars and event participation as required by written goals.
November 11, 2022
Active solicitation and origination of mortgage loan programs to all prospective borrowers including in low to moderate areas, and low to moderate income individuals.
January 26, 2023
Maintains past dues and charge-offs within or below Bank guidelines, including the regular maintenance of such credits within the parameters of collection law and Bank policy.
March 24, 2023
Provide an excellent customer experience by overseeing the loan process from origination to closing and proactively communicating with the customer throughout the entire process.
April 10, 2023
Reviews all additional documentation needed to determine prospect also meets product guidelines prior to issuance of a pre-qualification letter.
April 10, 2023
Collect all initial documentation and analyze applicant information to determine whether the customer is likely to qualify for the desired loan program, assist customer in choosing the proper program suitable to their needs.
April 17, 2023
Complete application processes with applicants in keeping with Bank policies, procedures and product guidelines and with applicable laws, regulations and accepted business practices.
April 22, 2023
Promote the Bank's loan programs in the community through regular contact with real estate brokers/builders, and other centers of influence who can make client referrals.
April 24, 2023
Follows up on leads generated by personal effort, regular contact from within the industry, call-in/walk-in inquiries, in addition to the support enhancements from Bank advertising, and direct mail efforts.
May 16, 2023