- Collect and analyze customer financial information to assess loan product qualification.
- Advise borrowers on loan alternatives, risks, and benefits.
- Discuss available loan products based on individual circumstances.
- Ascertain pertinent documentation for loan approval.
- Communicate effectively with customers, sales, processing, underwriting, and title companies.
- Lock interest rates.
- Manage personal production and ensure timely closings.
- Meet or exceed company performance standards.