Mortgage Loan Officer
Current100% self-generated in establishing new clients from referrals from past clients, real estate agents, attorneys, networking events, trade shows, Zoom meetings, and social media.Cultivate and maintain meaningful personal relationships with clients via frequent communication, potential offers, deals, and customer support. Annually collect over 50+ clients’ bank statements, paystubs, W2s, IDs, and other sensitive information into a secure database to initiate the pre-approval process for loans. Initiate project approvals for co-ops and condominium approval, review client’s potential lawsuits, and evaluate project questionnaire responses.