Loan Partner

Responsibilities Annie Mac Home Mortgage is looking to hire a

• Manage the Calendar:
• Set all appointment for Team Leader.
• Confirm all appointments the day before and if you leave a message call the day of as well.
• Have at least two call back times scheduled in team leaders day and change voicemail to reflect those times.
• Lead Tracker:
• Call leads back within 1 hour to set appointments to speak with a licensed Mortgage Loan Originator.
• All leads added to lead tracker.
• Update the referral source every time you attempt/make contact with a lead.
• Bring two copies of lead tracker to each team meeting.
• Give borrower a verbal list of what to bring and directions and make them write it down.
• Email confirmation of appointment (list of what to bring, directions, testimonial) to agent, borrow, and team leader. (put, from (team leader name) in the re: section of the e-mail.
• Print credit and put it in the appointment folder; have it ready for the appointment.
• Data base management:
• Update our database on the 1st of each month with closed loans from the previous month.
• E-mail program of the week to realtor data base every Friday.
• 30-60-90 day calls for all closed loans.
• ABC calls weekly.
• Birthday Program using CRM tool.
• Keep Team Leader on track with calls and schedule.