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Loan Concierge

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Description

Summary:

The Loan Concierge Role is directly responsible for outbound calling of Freedom Mortgage Customers who have indicated that they are "Selling their home". They have a Sales like function in that they need to be articulate, organized and engaging with the phone and with follow up written communications. The primary goal of the Loan Concierge is to set up appointments for our Loan Advisors to prepare/deliver a Pre Approval to aid the customer in their property search or to schedule an appointment for Loan Advisor to take an application if they have identified a property to purchase and have a contract in hand.

The Loan Concierge needs to manage the moving calendars, coordinate any changes and or follow up from missed appointments. Attention to detail is critical!

Essential Job Duties and Responsibilities:

  • Calling Freedom Mortgage Customers to engage them to make an appointment for a Loan Advisor to prepare a Pre Approval or take a mortgage application
  • Scheduling appointments for Loan Advisor(s) to meet with perspective borrower.  Moving appointments and coordinating appointment schedules beginning to end.
  • Managing calendars and communicating with borrowers and Loan advisors to ensure high appointment take rates.
  • Written communication to Borrowers and Loan Advisors.  Must be clear and concise so as to not create confusion and maximize the appointment utilization rates.
  • Manage the appointment logging tracker, reporting and "take rates".
  • Update and manage appointment tracker.
  • Coordinate available days/times with Loan Advisors.
  • Work with Broader team to problem solve and max appointment take rates.
  • Part of overall team dedicated to growing Purchase volume at Freedom Mortgage.'
  • Flexible to help support changes in business model and Beta tests.

Qualifications: