- Own a portfolio of borrower applications and determine where to focus time based on loan amount, funnel stage, and conversion likelihood.
- Contact borrowers via phone, email, and voicemail to help them navigate application barriers.
- Explain financing next steps and handle borrower objections with empathy and professional judgment.
- Log all activities, outcomes, and notes accurately in Salesforce.
- Meet individual performance goals for funded loans, funded volume, and borrower satisfaction.
- Identify recurring borrower friction points and share actionable feedback with internal teams to improve processes.
- Test and document new outreach approaches and best practices to optimize conversion.