The Loan Officer will assess client financial needs to recommend appropriate loan products and guide them through the mortgage process. They are responsible for managing inbound and outbound calls, maintaining accurate records, and collaborating with internal teams to ensure timely loan closings.
The Retail Loan Officer is responsible for self-generating mortgage leads and cultivating referral networks with realtors and builders. They must guide borrowers through the entire loan process, from initial contact to closing, while ensuring compliance with lending guidelines.
The Lending Product & Credit Policy Analyst is responsible for managing and developing product lending guidelines and matrices while coordinating new product rollouts. They act as a bridge between sales, underwriting, compliance, and secondary markets to ensure seamless program changes.
