Pre-Approval Manager

Role Overview

• Schedule all loan officer appointments, including new leads and additional appointments for the Branch Manager
• Take all incoming calls
• Assist Loan Partner II with clerical tasks, such as copying and faxing documents
• Schedule regular weekly face-to-face meetings based on branch metrics and operations
• Meet branch objectives specific to pre-qualifications and pre-approvals
• Attend branch events to assist Loan Officer in building clientele
• Complete and maintain branch-assigned checklists, files, analysis within allotted branch deadlines
• Available to work varying hours and overtime if needed

Requirements

• High School Diploma or equivalent
• Minimum 3 years’ residential mortgage processing experience
• Encompass experience, required
• Experience with RESPA and general knowledge of all mortgage and consumer lending regulations, and loan documents preferred
• Excellent math and analytical skills
• Excellent communication skills
• Excellent prioritization and time management skills
• Proficient in DU, LP, Microsoft Outlook & Windows

Benefits

• medical
• dental
• vision
• 401K
• company-provided short-term disability
• employee assistance program
• wellness program