About this role

Schedule all loan officer appointments, including new leads and additional appointments for the Branch Manager.
Take all incoming calls.
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.

High School Diploma or equivalent.
Minimum 3 years’ residential mortgage 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 prioritization and time management skills.
Proficient in DU, LP, Microsoft Outlook & Windows.

Pre-Approval Manager

Key skills