• Integrity
• Accountable & Dependable
• Team Centric
• System & Process Oriented
• Service Ethic
• Organized Efficiency – Risk & Management Compliance

• Follow up with potential clients on a regular basis.
• Assist loan officers in collecting and organizing client documentation required for loan applications.
• Communicate with clients, and other stakeholders to gather additional information as needed.
• Assist with generating loan quotes and handle all third-party originators (TPO).
• Handle client inquiries and provide outstanding customer service throughout the loan process.
• Help build and maintain strong relationships with clients to encourage repeat business and referrals.
• Other general administrative duties as assigned.

• Prior administrative experience in lending, banking, finance, or another related field.
• An understanding of the mortgage origination process.
• Proficiency in Microsoft Office Suite and other relevant software applications such as Salesforce.
• Bachelor’s Degree preferred.  

• Strong organizational skills and ability to handle multiple tasks simultaneously.
• Excellent verbal and written communication skills.
• Detail-oriented with a high level of accuracy in handling documentation.
• A team player with a positive attitude and a willingness to learn.
• Ability to maintain confidentiality and exercise discretion when dealing with sensitive information.

• Company outings & social events
• Virtual events

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