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Junior Loan Officer

Company: StaffLINK Consulting
Location: Seattle
Posted on: December 6, 2017

Job Description:

Job DescriptionScope: The Administrative Assistant / 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. Top 3 Responsibilities & Measurements:

  • Calendar and Lead TrackerMeasurement: Schedule 100% of all new leads and appointments for the team.
  • Team Leaders OrganizationMeasurement: Loan Officer has 15 face to face meetings every week.
  • Manage all Database and MarketingMeasurement: At least 1,000 mailings and emails go out per month.Responsibilities:
    • Set 100% of appointments for Team Leader, no exceptions.
    • 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.
    • Set, manage, and confirm all appointments for the Clients to come in and meet with loan Officer and/or LP II for loan applications communicate what items to bring in for appointment etc.
    • Pull credit reports and have them ready for the meeting.
    • Set and track all appointments for Loan Officer for referring Partners, seminars, closings, etc.
    • Perform initial set up of files in Origination System.
    • Track incoming leads for Loan Officer and/or LP II using “Lead Tracker” form.
    • Make copies for Clients and copy packages/scans/uploads files.
    • Database management - updates both Client and Referring Partner database with current and up to date information.
    • Add newly closed loans on 1st 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 date base.
    • Email program of the week to all Realtors in data base every Friday.
    • 30-60-90 day calls from closed loans.Essential Duties & Metrics:
      • ABC Calls weekly.
      • Manage birthday program.
      • Keep Team Leader’s desk spotless.
      • Keep Team Leader on track for all appointments and calls.
      • Manage Summit Funding’s “Sales Fuel” marketing campaign.
      • Send out correspondence, thank you cards, after closing surveys, etc.
      • Assist the Loan Officer with other administrative duties as needed.
      • Return phone calls.
      • Continue to assume responsibilities and help the team grow.
      • Obtain 3 current client referrals per month.Job Requirements:
        • High school diploma or equivalent.
        • Must be able to work 40 hours per week between the hours of 8:00 a.m. and 5:00 p.m.
        • 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.

          Keywords: StaffLINK Consulting, Seattle, Junior Loan Officer, Other, Seattle, Washington

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