the smart solution for Seattle jobs

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

          Click here to apply!

          Didn't find what you're looking for? Search again!

          I'm looking for
          in category

  • Other Other Jobs

    Work at Home
    Description: Member of Consumer Health Alliance 23 year
    Company: AmeriplanUSA
    Location: Auburn
    Posted on: 12/18/2017

    Utility Locator
    Description: Are you looking to jump start your growth in your professional career How about working for one of the fastest growing underground utility locating companies in the nation If you are a quality conscious, (more...)
    Company: USIC
    Location: Bellevue
    Posted on: 12/18/2017

    Runner Experience Allocation Specialist
    Description: The Runner Experience Allocation Specialist is responsible for providing best in class customer service to Brooks internal partners by managing the reporting needs and communication of allocation plans (more...)
    Company: Brooks Sports
    Location: Seattle
    Posted on: 12/18/2017

    Teller Full Time Madison Park
    Description: Job Description br br br br At Wells Fargo, our vision is to satisfy our customers financial needs and help them succeed financially. In this role, you will help us deliver on our vision and build (more...)
    Company: Wells Fargo
    Location: Seattle
    Posted on: 12/18/2017

    Auto Tech-Issaquah/Holly St
    Description: Job Description:Company Name : VIOC Valvoline Instant Oil Changesm delivers a premium retail automotive experience by providing our customers with the very best preventive maintenance service available (more...)
    Company: Valvoline
    Location: Issaquah
    Posted on: 12/18/2017

    FT Janitor
    Description: Position: FT Janitor Tuesday- Saturday br Location: Chateau Pacific 3333 148th Street Southwest, Lynnwood, WA 98087 br br The Janitor is responsible for maintaining the cleanliness of our community, (more...)
    Company: Chateau Retirement Communities
    Location: Lynnwood
    Posted on: 12/18/2017

    Now interviewing - Work at Home Benefits Specialist
    Description: Americas 1 consumer driven healthcare company established in 1992 is now interviewing for home workers who are enthusiastic
    Company: AmeriplanUSA
    Location: Vashon
    Posted on: 12/18/2017

    Contestable Death Insurance Claim Investigator
    Description: Research Service Bureau, Inc. RSB is a rapidly expanding domestic and international insurance services firm headquartered in Seattle, Washington. RSB provides medical information, risk management and (more...)
    Company: Research Service Bureau
    Location: Kent
    Posted on: 12/18/2017

    Work From Home Survey Taker $500 - $1500/week (Kent,WA)
    Description: Work From Home Survey Taker 500 - 1500/week Kent,WA Survey Taker Positions Available, Get Paid Up To 37 Per HourLocation:
    Company: Responsive Media
    Location: Kent
    Posted on: 12/18/2017

    Utility Locator
    Description: Are you looking to jump start your growth in your professional career How about working for one of the fastest growing underground utility locating companies in the nation If you are a quality conscious, (more...)
    Company: USIC
    Location: Auburn
    Posted on: 12/18/2017

    Log In or Create An Account


    Forgot password?

    Find us on Facebook

    Find us on LinkedIn

    Get the latest Washington jobs by following @recnetWA on Twitter!

    Seattle RSS job feeds