LoanOriginatorAssistant3

The Loan Originator Assistant 3 (LOA 3) is a key front-line sales support branch employee with direct communication with clients and realtors. The LOA 3 is responsible for assisting with leads, loan files and providing administrative support functions to assigned originators or managers within the branch. The LOA 3 should project an outgoing personality and can self-motivate toward results. This position may also provide an opportunity to become a licensed loan originator or LOA providing greater opportunity & support to teams, which may include completing additional state licensing requirements. Duties and Responsibilities The primary job duties and responsibilities of this position include but are not limited to: Facilitate the initial contact to leads for loan originators and teams and complete a discovery call. All discovery calls, notes, interaction and lead lifecycle to be recorded and tracked in Hubspot (CRM system). Discuss loan process, timing and general list of documents for loan approval to set the expectation for client during entire process. Coordinate discussions between the loan originator, referral partners, and clients as a primary contact throughout the lifecycle of the loan process and arrange meetings to ensure any follow-up actions are completed. Promote Envoy’s products to real estate agents, home buyers, leads, and referral sources while tracking and managing follow ups. Assist with call backs to prospects and scheduling that require a phone consult prior to a face to face or virtual meeting. Assist in managing a lead pipeline through Hubspot for teams. Request and gather relevant information/documents from the borrower to complete the application as needed. Follow up and respond to customer and in-house inquiries on transactions to offer superior customer service. Enter loan applications into Loan Origination System (License Required) and assign originator or additional team member necessary tasks to keep loans moving through the process. Re