Responsibilities:
• Gathering information for the loan application
• Evaluating credit histories for applications
• Collecting data from clients such as their assets, salaries, debts and employment status to fill in information for the loan application
• Reviewing file documentation for missing or erroneous information
• Meeting loan application deadlines
• Assisting Loan Officer with requests and tasks needed to complete and process applications
• Order Valuations
TOOLS:
- MyCRM
- Apply Online (AOL)
- Core Logic
- GEM
- File Invite
- Broker Portals
