*Assist in the loan application process such as collecting needed documents and reviewing the borrower’s information and documents submitted.
*Assist during the loan procedure by being a mediator between borrowers, loan officers, and other parties involved in the process
*Handling clients inquiries and provide a step-by-step guide for the loan application process
*Maintaining and updating the records on the mortgage company's database.
*Payroll Management
*Scheduling meetings through Zoom or Teams
*Calendar management
*Accepting/declining documents submitted
*Daily database task
Tools and Database use
*Jungo - Database
*Arvie - Database
*Microsoft 365
*Teams
*Outlook calendar, Calendy
*QuickBooks
*Adobe Acrobat
*Zoom
*Excel, Word, PowerPoint
*Canva
Experience: 2 - 5 years
Experience: Less than 6 months
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It DOES NOT indicate skill level.
ID Proof scores are 0 - 99 with 99 being the best. It is calculated based on dozens of data points.
It's intended to help employers know who they're talking to is real, and not a fake identity.