Responsible for managing incoming leads and maintaining lead tracker. Schedule client consultations with Loan Officer. Analyze applicant credit information for loan pre-approval. Review income and asset documents. Request and secure referrals from current and potential clients. Follow up with prospects following established best practices Responsibilities: • Take incoming leads for the branch • Schedule Initial Consultations • 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, prospect follow-up, file set-up, analysis within allotted branch deadlines • Request and obtain referrals from current clients and realtor partners • Runs automated underwriting (DU or LP) • Issues pre-approvals consistent with DU or LP findings Qualifications: • Minimal experience required - willing to train • Experience in Encompass preferred • Proficiency in running LP and DU • Ability to pre-qualifying clients and structuring loan files • Must exhibit a positive attitude and be a team player • Strong focus on customer service and dedication to delivering exceptional service • Motivated, gritty, and able to work in a fast-paced environment • Guidelines and various loan program knowledge preferred Compensation: $50,000 - $60,000 + bonus

• Take incoming leads for the branch • Schedule Initial Consultations • 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, prospect follow-up, file set-up, analysis within allotted branch deadlines • Request and obtain referrals from current clients and realtor partners • Runs automated underwriting (DU or LP) • Issues pre-approvals consistent with DU or LP findings