Loan Partner Areas of Responsibility / Job Duties Summary Works as a producing team member with an Executive Loan Officer Team to assist with sales initiatives, generate new leads, and provide high-quality customer service to clients, along with other responsibilities as assigned. Essential Duties and Responsibilities: • Contact with Prospective Clients for intake and scheduling purposes • Take initial loan applications • Follow-up with all potential clients • Execute Pre-approval follow-up system • Schedule Realtor calls/meetings with new prospects • Follow-up with Realtors on all closed transactions • Follow up on meetings, including setting up another meeting • Follow-up on funded loans • Reach out to past clients for refinance opportunities • Assist with writing pre-approval letters • Assisting with existing Team Psaradelis loan pipeline as directed • Participation and Teaching of Home Buyer Classes • Execute follow-up system for attendees • Participation in all team meetings • Other projects assigned Skills: • Strong interpersonal and customer service skills required, ability to work with diverse base of contacts (Loan Officers, clients, agents, lenders, title companies, etc.) • Detail-oriented individual with strong organizational skills and a gifting at establishing and following systems. • Computer skills required for this position include intermediate/advanced MSWord, Outlook (e-mail), Excel, PPT, Adobe, and Encompass mortgage origination software and AI. • Social media expertise preferred. • Ability to work under pressure and meet stringent deadlines on a consistent basis. • Desire to look for ways to go the extra mile with a positive attitude • Licensed Loan Officer with (5) years industry experience required.