Primary Point of Contact – Serve as the primary contact and liaison between clients, branch manager, and assigned loan originator. Coordinate meetings and prepare the documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork.

Loan Management – Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator. Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service.

Provides Administrative Support

Screen calls

Take messages

Book and Confirm appointments

Other needed tasks