Confirm lock in request by Loan Officers and ensure the lock meets investor requirements for specific loan programs. Extend current locks, monitor loan changes that could affect pricing, withdraw loans, and renegotiate locks as needed. Provide assistance to Mortgage Loan Officers, Processors, and Loan Managers with matching loan scenarios to available loan programs. Review investor rate sheets and guidelines as well as assist secondary in moving loans out of hedge in order to be delivered for sale.

Worked with owners of the company to help recruit new Loan Originators to come onboard.

Worked alongside the Mortgage Loan Originator and assisted with loan applications and pre-approvals before they are taken to the loan processor. Made initial contact and follow-ups with clients, helping loan applicants get “mortgage-ready”, gathering information for new loan underwriting. Provided support throughout the mortgage loan application process, and performed necessary administrative duties.