Key skills
CRMCommunication
About this role
Role Overview
- Follow up with new leads and schedule initial consultations
- Collect borrower information and help complete loan applications
- Send documentation requests and follow up until files are complete
- Review and organize documents before submitting files for pre-approval
- Provide updates to referral partners during the early stages of the loan process
- Help manage the Mortgage Advisor’s calendar and communications
- Track lead and pipeline activity in the CRM
Requirements
- Strong attention to detail and organizational skills
- Excellent verbal and written communication
- Ability to prioritize tasks and meet deadlines
- Strong interpersonal and teamwork skills
- Self-motivated with a high level of personal energy and accountability
- Minimum requirement includes a high school diploma or equivalent; additional coursework in finance or a related field is advantageous.
Benefits
- Competitive compensation reliant on ability and experience.
- Comprehensive healthcare, retirement, and voluntary benefits. Think medical, dental, vision, health savings accounts, 401k, and more.
- Personalized care and tools for realizing your mental health and wellness goals.
- Flexible PTO program second to none.
- Option for remote and hybrid work arrangements available.
- Additional benefit perks and discounts.