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.
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
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