Job Posted: 03.10.2021 6:03:38
Reports to: Loan Officer
MUST HAVE MORTGAGE/Loan Officer Asst. Experience-
Overall Responsibility: To provide administrative support to the Team ensuring that each client, realtor and business partner receives the “Mortgages with a Personal Touch” experience during the entire closing process and beyond.
• Must have experience in the system FLOIFY at least 6 months to a year
Must do on Mondays and Friday feedback forms weekly to all parties in the transactions and must understand the US real estate transaction process.
• Collect and submit Loan Officer’s expenses monthly
• Manage Homes for Sale and Rent Facebook groups and post agent’s listings(check and approve at least once per day)
• Update FB friends lists weekly with new & working leads/prospects, closed clients & agents
• Send closed clients pizza orders and call with orders weekly for delivery
• Enter Closed clients into google docs
• Ensure each lead is entered into google doc with progress notes
• Offer Support to agents as needed
Pull credit for new applications daily and log the lead
• Handle all correspondence with the client for credit updates
• Ensure all agents involved in files are in appropriate group
• Update CRM and with agent info and manage monthly gifts
• Manage Invites for and help plan Agent brunches, masterminds, parties and events
• Keeping all databases up to date
• Send appraisals and Initial CDs to buyers agents as we receive them
• Miscellaneous Administrative work as requested by Loan officer & Loan Partner
• Serve in a supportive role to Loan Partner, copying, scanning & organizing docs as needed
More than 6 months
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