*Assist in the loan application process such as collecting needed documents and reviewing the borrower’s information and documents submitted.
*Assist during the loan procedure by being a mediator between borrowers, loan officers, and other parties involved in the process
*Handling clients inquiries and provide a step-by-step guide for the loan application process
*Maintaining and updating the records on the mortgage company's database.
*Payroll Management
*Scheduling meetings through Zoom or Teams
*Calendar management
*Accepting/declining documents submitted
*Daily database task
Tools and Database use
*Jungo - Database
*Arvie - Database
*Microsoft 365
*Teams
*Outlook calendar, Calendy
*QuickBooks
*Adobe Acrobat
*Zoom
*Excel, Word, PowerPoint
*Canva
Experience: 2 - 5 years
Experience: Less than 6 months
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
SEE MORE REAL RESULTS“They're not only loyal and hardworking, they're super detail oriented!”
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