Loan Partner I Assistant To Loan Agent
Current◆ Provide administrative support by managing all phone and email correspondence as well as setting and confirming appointments◆ Oversee marketing duties by sending out cards/ gift packages and creating realtor flyers◆ Manage database utilizing CRM and conducting buyer/ business partner surveys◆ Coordinate events to assist with business meetings and deepening relationships◆ Generate forms and Excel worksheets for an efficient and effective loan process◆ Collect clientele documentation and pulling credit reports to serve as front line in the origination process