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Production Assistant
Freedom Mortgage
Tracy, CA, United States
Job Details - this job has expired, please see similar jobs below
Assist their assigned Retail Loan Officers in Sales, Marketing and Post-Application activities.
Essential Job Functions:
• Perform specific tasks assigned by Loan Officer
• Assist in marketing Realtors, Builders, and 3rd party referral sources with their assigned LO or on the LO’s behalf to increase production
• Interact with operations partners (processing/closing/UW ) to provide the best customer service and most efficient origination practices
• Ensure files move through processing and closing in a timely manner
• Establish appointments with clients
• Meet with clients to complete necessary documents
• Promptly respond to client’s questions and concerns
• Follow up with clients at all times, keeping them informed of the loan process
• Systematically store and maintain client data and files
• Daily illustration of excellent customer service skills with clients and applicants to ensure client retention
• Proficiently assist in the development of financial objectives in association with Loan Officer present customer database