Summary

Assist their assigned Retail Loan Officers in Sales, Marketing and Post-Application activities

 

Essential Job Functions:

  • Perform specific tasks assigned by Loan Officer including but not limited to assisting in the timely submission of complete loan application files, preparing loan documents for closing ensuring full compliance and quality of loan documentation, coordinates and proactively communicates with other departments, customers and loan officer to ensure a smooth loan application process
  • Assist in marketing Realtors, Builders, and 3rd party referral sources with their assigned LO or on the LO’s behalf to increase production
  • Interact with operations partners (processing/closing/UW ) to provide the best customer service and most efficient origination practices
  • Ensure files move through processing and closing in a timely manner
  • Establish appointments with clients
  • Meet with clients to complete necessary documents
  • Promptly respond to client’s questions and concerns
  • Follow up with clients at all times, keeping them informed of the loan process
  • Systematically store and maintain client data and files
  • Daily illustration of excellent customer service skills with clients and applicants to ensure client retention
  • Proficiently assist in the development of financial objectives in association with Loan Officer present customer database

 Other Related Duties:

 Performs other related duties as assigned.

Supervisory Responsibilities:

This job has no supervisory responsibilities.

Qualifications: 

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Education and/or Experience:

High School Diploma or GED.  One to two years related experience and/or training; or equivalent combination of education and experience.

Language Skills:

Ability to read words and to recognize similarities and differences between words and between series of numbers. Ability to comprehend and write simple instructions, correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percentage and to draw and interpret bar graph.

Employer’s Rights:

This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks and functions listed in this job description. The employer has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

 

RoundPoint’s Employee Value Proposition:

Grow. Make a difference. Have fun along the way.

Our mission is to serve our homeowners and all of their homeownership needs. We do this by embracing challenges, executing with excellence, and fostering a positive work culture that encourages personal and professional growth. We are on the fast track to becoming the premier marketplace for all things home, and the National Mortgage News and Best Companies Group just named us one of 2019's Best Mortgage Companies to Work For! Without a doubt, RoundPointers are what make this company a great place to work!  That’s why we hire individuals who share our core values: Energy, Ethics, Execution, Everyone, and Earn it!

As a RoundPointer, we will empower you to innovate, provide meaningful solutions, set goals and crush them, play hard, and give back to the community!  Our secret sauce is our mantra, All In. All Win. Together, we can achieve great things!

 Physical Demands & Working Conditions

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job:

  • The employee is regularly required to talk or hear. 
  • The employee is required to sit for extended periods of time and is occasionally required to stand and walk. 
  • The employee must regularly use hands to finger, handle, or feel objects and is regularly required to reach with hands and arms; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl. 
  • The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. 
  • Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. 
  • The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.

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