Loan Originator Assistant
CurrentConcierge and Customer Service Tasks1. Manage incoming calls, providing exceptional customer service and addressing client inquiries promptly.2. Conduct first payment calls to clients, ensuring they are informed and comfortable with their payment schedules.3. Send first payment reminders to clients to enhance engagement and ensure timely payments.4. Respond to client survey responses, addressing feedback and concerns to improve service quality.5.Distribute surveys to… Show more Concierge and Customer Service Tasks1. Manage incoming calls, providing exceptional customer service and addressing client inquiries promptly.2. Conduct first payment calls to clients, ensuring they are informed and comfortable with their payment schedules.3. Send first payment reminders to clients to enhance engagement and ensure timely payments.4. Respond to client survey responses, addressing feedback and concerns to improve service quality.5.Distribute surveys to clients, gathering valuable insights to enhance the loan origination experience.Administrative Duties1. Prepare and submit loan applications, ensuring all necessary documentation is complete and accurate.2. Assist in ordering appraisals, title work, and other third-party services required for loan processing.3. Perform general office administrative tasks as needed to support the loan origination team. Show less