Evaluate loan applications and determine the creditworthiness of applicantsConduct thorough financial analysis and assess the risk associated with each loan applicationNegotiate loan terms and conditions with clients to ensure mutually beneficial agreementsCollaborate with clients to gather necessary financial documents and information for loan processingUtilize loan origination software, such as Rocket TPO, to streamline the application and approval processPerform credit analysis to assess the likelihood of repayment and adherence to TILA regulationsMaintain accurate records of loan applications, approvals, and denialsCollaborate with underwriters and other team members to ensure smooth loan processingStay up-to-date with industry trends, regulations, and best practices in loan originationWork with partner lenders such as Rocket, AmeriSave, Loan Depot, PennyMac, etc.

Perform a heavy volume of inbound and outbound phone duties, including contacting and transferring clients to appropriate parties, cold calling and setting appointmentsEffectively and efficiently perform work in the internal proprietary software and technology of the companyParticipate in regular training on productsFilter leads on behalf of the company’s clients by staying current on market and product shiftsCommunicate carefully, intentionally and with accurate information to prioritize a positive experience for clientsRespond to all communication urgently, balancing phone calls, emails and chat messages appropriatelyWork efficiently to meet team and personal goals