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Posted: Tuesday, September 5, 2017 7:25 PM

Job Description:/h3:
LOAN PARTNER 1
Job Description:

The Loan Partner I will oversee the marketing duties, database management, and scheduling of the Loan Officer. The Loan Partner I will be in direct communication with Clients, Realtors, Builders, and Business Partners. This position requires time management, precise communication and data entry skills.

Top 3 Responsibilities and how you will be measured:

1) Calendar and Lead Tracker
Measurement: Schedule 100 of all new leads and appointments for the team.

2) Team Leaders Organization
Measurement: Loan Officer has 15 face to face meetings every week.

3) Manage all Database and Marketing
Measurement: At least 1,000 mailings and emails go out per month.

Essential Duties of the Position:

Set 100 of appointments for Team Leader, no exceptions.
Confirm all appointments the day before and the day of the appointment.
Answer 90 of the incoming calls to the team.
Call back new leads within one hour; maintain 35 + conversion rate.
Set, manage, and confirm all appointments for the Clients to come in and meet with loan Officer and/or LP II for loan applications communicate what items to bring in for appointment etc.
Pull credit reports and have them ready for the meeting.
Set and track all appointments for Loan Officer for referring Partners, seminars, closings, etc.
Perform initial set up of files in Origination System.
Track incoming leads for Loan Officer and/or LP II using Lead Tracker form.
Make copies for Clients and copy
packages/scans/uploads files.
Database management : updates both Client and Referring Partner database with current and up to date information.
Add newly closed loans on 1st of each month to our data base.
Mail letter from the Heart on odd months and Evidence of Success postcards on the even months of the year to our entire date base.
Email program of the week to all Realtors in data base every Friday.
30:60:90 day calls from closed loans.

Essential Duties of the Position Continued:

ABC Calls weekly.
Manage birthday program.
Keep Team Leaders desk spotless.
Keep Team Leader on track for all appointments and calls.
Manage Summit Fundings Sales Fuel marketing campaign.
Send out correspondence, thank you cards, after closing surveys, etc.
Assist the Loan Officer with other administrative duties as needed.
Return phone calls.
Continue to assume responsibilities and help the team grow.
Obtain 3 current client referrals per month.

Job Requirements:

High school diploma or equivalent.
Must be able to work 40 hours per week between the hours of 8:00 a.m. and 5:00 p.m.
Must be proficient in Word, Excel and Outlook applications.
Must have excellent verbal and written communication skills.
Must have a positive attitude.
Must be dependable, self:motivated and require minimal supervision.


Source: https://www.tiptopjob.com/jobs/71643896_job.asp?source=backpage


• Location: Chicago

• Post ID: 76808382 chicago
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