Job Description:
Schedule: Monday through Friday, IN OFFICE POSITION ONLY
Pay Range: $18/hr - $22/hr based on experience
Benefits:
- Paid Time Off (PTO)
- Health, Vision, and Dental Insurance
- 401k Benefits
- Employee Assistance Programs (EAP)
- Life & AD&D Insurance
- Short-Term Disability
Top 3 Responsibilities and how you will be measured:
The Lead Intake Loan Partner will oversee the lead intake and management. They will be in direct communication with Clients, Realtors, Builders, and Business Partners. This position requires time management, precise communication, and data entry skills. This is an entry level position with limitless opportunity for growth. Previous mortgage experience is favorable, but NOT required. This position will also have administrative duties. All necessary training will be hands-on provided.
1) Lead Management
Measurement: Appointments set, credit pulls, Completeness/Accuracy of application. Capacity 75 leads/mo
2) Lead Follow Up
Measurement: Following up with pre-qualified borrowers, executing team checklist for touchpoints.
3) Lead Conversion
Measurement: Help finish loan applications for team lead and accurately keep up with the Lead Tracker. Convert up to 75 leads per month with a 40+% conversion rate to application.
Essential Duties of the Position:
· Confirm all appointments the day before and the day of the appointment.
· Set, manage, and confirm all appointments for the Clients to come in and meet with Loan Officer and/or LP II for loan applications: communicate what items to bring in for appointment etc.
· All leads added to lead tracker, ensure follow up attempts made until appointment is set
· Update referral partners on status of leads received
· Maintain a 40% or higher conversion rate from lead to appointment
· Manage documentation and collect application
· Continue to assume responsibilities and help the team grow.
- Being licensed is preferred, but not required
- We're looking for at least one year of recent experience in the mortgage industry (Recent being in the last 12-18 months)
- This person will be customer facing and required to follow up on leads, so we need someone is comfortable on the phone and has a good phone presence - as well as attention to detail and organizationally driven
Job Requirements:
· High school diploma or equivalent.
· Must be able to work 40 hours per week.
· Must be proficient in Word, Excel, and Outlook applications.
· Must have excellent verbal and written communication skills.
· Must have a positive attitude.
· Must be dependable, self-motivated and require minimal supervision.
Physical Demands:
While performing the duties of this job, a person is regularly sitting in a normal office environment at a desk using a computer, phone, fax and copy machine. This person may occasionally need to lift up to 20 pounds.
Work Environment:
Standard office environment
This job description reflects management’s definition of the essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. In addition, the above statements are intended to describe the general nature and level of work being performed by the person assigned to this job.
