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LOAN PARTNER in Lynnwood, Washington at American Pacific Mortgage

American Pacific Mortgage
Lynnwood, Washington, 98037, United States
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Job Description

Loan Partner

Areas of Responsibility / Job Duties

SummaryWorks as a producing team member with an Executive Loan Officer Team to assist with sales initiatives, generate new leads, and provide high-quality customer service to clients, along with other responsibilities as assigned.



Essential Duties and Responsibilities:Contact with Prospective Clients for intake and scheduling purposesTake initial loan applications
  • Follow-up with all potential clients
  • Execute Pre-approval follow-up system
Schedule Realtor calls/meetings with new prospects
  • Follow-up with Realtors on all closed transactions
Follow up on meetings, including setting up another meetingFollow-up on funded loansReach out to past clients for refinance opportunitiesAssist with writing pre-approval lettersAssisting with existing Team Psaradelis loan pipeline as directedParticipation and Teaching of Home Buyer Classes
  • Execute follow-up system for attendees
Participation in all team meetings Other projects assigned

Skills:Strong interpersonal and customer service skills required, ability to work with diverse base of contacts (Loan Officers, clients, agents, lenders, title companies, etc.)Detail-oriented individual with strong organizational skills and a gifting at establishing and following systems. Computer skills required for this position include intermediate/advanced MSWord, Outlook (e-mail), Excel, PPT, Adobe, and Encompass mortgage origination software and AI. Social media expertise preferred.Ability to work under pressure and meet stringent deadlines on a consistent basis.Desire to look for ways to go the extra mile with a positive attitudeLicensed Loan Officer with (5) years industry experience required.

Job Location

Lynnwood, Washington, 98037, United States

Frequently asked questions about this position

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