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Production Assistant

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Description

Summary

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 3 rd  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

Qualifications:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

 Education and/or Experience:

High School Diploma or GED.  One to two years related experience and/or training; or equivalent combination of education and experience.