Financial Services Representative

5 days ago


Winchester, Virginia, United States Coldwell Banker Premier Full time

Responsibilities

  • Manage inbound/outbound calls to discuss refinancing options with clients
  • Speak with prescreened loan leads to determine eligibility and guide them through the application process
  • Take loan applications over the phone and gather necessary documents
  • Work closely with the LOA and processing team to ensure files are completed efficiently
  • Meet monthly sales/production goals and ensure compliance with regulations


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