Prospect Mortgage Career Opportunities |
Loan Prospecting · Solicit loans from consumers · Field inbound calls, determine where the buyer is in the education phase. Dial leads on behalf of the LO. · Work with clients by phone and in-person gathering required information to complete an Application. · Collect and analyze information regarding income, assets, investments, and debts. · Gather and analyze facts, Determine what documents and signatures are required for a completed loan package o Request, pick-up and/or deliver necessary documents. · Once Loan Officer analyzes, quote rates, programs and payments to Clients. · Complete package and prepare for Opener. |
||||
Processing · Expedite loan processing and underwriting working with designated Processing team. · Communicate all processor needs directly to clients · Analyze underwriting conditions, offering alternative solutions to Underwriter as warranted. · Update Clients on loan processing status. · Open escrow and title orders. · Contact clients with any post-closing issues and resolve issues. · Provide high-level customer service to LO Clients. Resolve Problem upon conditioning, suspension, or denial of loan · Determine other methods or documentation to meet investor guidelines · Determine best method to resolve problems and advise Loan Officers · Compare and evaluate available loan products to determine whether a different loan program can resolve problems to close loan and minimize risk. |
||||
X |
New Loan Officer On-boarding · . · Provide internal support and information · Provide help and support for Company loan workflow and systems including Pronet, TeamSite, TimeSaver, HRIS, MIQ, etc. Coaching and Training · Work with Loan Officers to improve the quality and the submission of the loan application and file, if necessary. · Provide training to Loan Officers and Realtors as requested. · Review ProNet entry for accuracy as requested by Loan Officer or Agent Miscellaneous · Direct marketing projects for LO o Work with Marketing department to ensure materials are produced as requested and on time · Work planning, prioritization and assignment · Ensure compliance with Company Policies · Meet position requirements and objectives · Demonstrate and encourage integrity and alignment with Company Vision, Mission and Values · Other duties as assigned · Handle special projects assigned |
Weekly | 5% | |
Loan Prospecting · Solicit loans from consumers · Field inbound calls, determine where the buyer is in the education phase. Dial leads on behalf of the LO. · Work with clients by phone and in-person gathering required information to complete an Application. · Collect and analyze information regarding income, assets, investments, and debts. · Gather and analyze facts, Determine what documents and signatures are required for a completed loan package o Request, pick-up and/or deliver necessary documents. · Once Loan Officer analyzes, quote rates, programs and payments to Clients. · Complete package and prepare for Opener. |
||||
Processing · Expedite loan processing and underwriting working with designated Processing team. · Communicate all processor needs directly to clients · Analyze underwriting conditions, offering alternative solutions to Underwriter as warranted. · Update Clients on loan processing status. · Open escrow and title orders. · Contact clients with any post-closing issues and resolve issues. · Provide high-level customer service to LO Clients. Resolve Problem upon conditioning, suspension, or denial of loan · Determine other methods or documentation to meet investor guidelines · Determine best method to resolve problems and advise Loan Officers · Compare and evaluate available loan products to determine whether a different loan program can resolve problems to close loan and minimize risk. |
||||
X |
New Loan Officer On-boarding · . · Provide internal support and information · Provide help and support for Company loan workflow and systems including Pronet, TeamSite, TimeSaver, HRIS, MIQ, etc. Coaching and Training · Work with Loan Officers to improve the quality and the submission of the loan application and file, if necessary. · Provide training to Loan Officers and Realtors as requested. · Review ProNet entry for accuracy as requested by Loan Officer or Agent Miscellaneous · Direct marketing projects for LO o Work with Marketing department to ensure materials are produced as requested and on time · Work planning, prioritization and assignment · Ensure compliance with Company Policies · Meet position requirements and objectives · Demonstrate and encourage integrity and alignment with Company Vision, Mission and Values · Other duties as assigned · Handle special projects assigned |
Weekly | 5% | |