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Dream Loan Center Manager
1 week ago
About the Role
We are seeking a highly skilled and motivated individual to join our team as a Dream Loan Center Manager. In this role, you will be responsible for managing the day-to-day operations of the Dream Mortgage Center, ensuring that it remains open and operational.
Key Responsibilities
- Manage new file setup, including validating and completing applications, organizing and uploading income and asset documentation, and scheduling loans for closing.
- Distribute iEmergent data to all Market representatives on a weekly basis.
- Maintain an outreach log for Fair Lending and CRA activities.
- Assist in daily loan file progress and liaison between mortgage operations processes, client requests, mortgage executive follow-up, and file documentation.
- Support new client origination and mortgage loan pipeline management.
- Provide assistance to other Mortgage Executives as needed.
- Shred files once the loan has closed and funded.
- Answer client inquiries and perform general administration tasks like updating letters of pre-qualification.
- Host business development events and attend community events to promote the Bank's services.
Additional Responsibilities
The successful candidate will be expected to develop an independent business development plan and portfolio of loans.
Requirements
- High school diploma with previous banking and/or financial experience.
- College experience in a business field of 2 to 4 years is preferable.
- Knowledge of banking terminology and procedures.
- Interpersonal skills to represent the Bank in a positive way in dealing with clients and other team members.
- Ability to work closely with all areas of the bank and ensure clear communication and implementation of all policies, procedures, and compliance requirements.
- Ability to adjust to change and a willingness to be a team player.
- Maintain regular, consistent, and professional attendance, punctuality, and personal appearance.
- Ability to work independently and take initiative and make decisions within scope of authority.
Work Conditions
The successful candidate will be required to work in an office setting with regular and predictable attendance. They will also be required to sit in front of a computer for extended periods of time and may be required to travel occasionally.