Loan Partner I
RPM Mortgage, Inc. - Walnut Creek, CA

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Job Summary:
The Loan Partner I will oversee the marketing duties, database management, and scheduling of the Loan Officer. The Loan Partner I will be in direct communication with Clients, Realtors, Builders, and Business Partners. This position requires time management, precise communication and data entry skills.

Job Duties:
Set 100% of appointments for Team Leader

Confirm all appointments the day before and the day of the appointment

Answer 90% of the incoming calls to the team

Call back new leads within one hour; maintain 35%+ conversion rate

Sets, manages, and confirms all appointments for the clients to come in and meet with Loan Officer and/or LPII for loan applications, communicating what items to bring in for appt, etc.

Pull credit reports and have them ready for the meeting

Sets and tracks all appointments for Loan Officer for Referring Partners, Coffees, seminars, closings, etc.

Performs Initial set up of Files in Origination System

Tracks Incoming Leads for Loan Officer and/or LPII using “Lead Tracker” form

Makes copies for clients and copy packages/scans/uploads files

Data Base Management – updates both Client and Referring Partner database with current and up to date information

Add newly closed loans on the 1 st of each month to our data base

Mail Letter From The Heart on odd months and Evidence of Success postcards on the even months of the year to our entire data base

Email program of the week to all Realtors in data base every Friday

30-60-90 day calls from closed loans

ABC calls weekly

Manage Birthday program

Keep Team Leaders desk spotless

Keep Team Leader on track for all appointments and calls

Manages marketing campaign

Sends out correspondence – Thank you cards, after closing surveys, etc.

Assist the Loan Officer with other administrative duties as needed.

Returning Phone Calls

Continue to assume responsibilities and help the team grow

Obtain 3 Current Client referrals per month

Additional duties as assigned

Job Requirements:
High school diploma or equivalent

Must be proficient in Word, Excel and Outlook applications

Must have excellent verbal and written communication skills

Must have a positive attitude

Must be dependable, self-motivated and require minimal supervision

We are a dedicated group of mortgage loan professionals and offer competitive salary and benefit packages. Background checks are performed prior to hire.

RPM Mortgage, Inc. - 22 months ago - save job - block
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