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Loan Officer
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- Travel to and participate in builder and realtor functions, status meetings, phase releases, phone banks, special events, etc., to develop and maintain relationships and customer service.
- Manage own schedule to include significant time each week meeting in person with New Home Consultants, realtors, other referral sources, and prospective/current customers, at locations convenient to them.
- Review interest rates as needed and lock all loans with the borrowers in accordance with the Secondary Marketing Pricing and Rate Lock Policies and Procedures manual, at least fifteen days prior to closing.
- Provide assistance to New Home Consultants on pre-qualifications of customers to develop a pipeline for outside sales; provide status of loans as required.
- Meet or exceed closed loan capture rate, spot loan objectives for the division, and/or other established sales goals as determined by the Division Manager and based on annual business plan.
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