• Ensure files move through processing and closing in a timely manner • Promptly respond to client’s questions and concerns keeping them well informed of the loan process • Review and prepare client documents ensuring all paperwork is accurate • Properly prepare loan files for submission to processing • Illustrate excellent customer service skills with clients and internal partners • Perform a variety of administrative duties in support of the branch • Support the Loan Officer with scheduling, client communication, and file management

• Convert warm inbound leads into funded loans with a focus on consultative, high-integrity conversations • Match borrowers with the right loan products based on their financial goals • Manage your pipeline with a team built to close clean, fast, and on time • Use CRM tools, automation, and follow-up strategy to stay ahead of the competition • Stay up to date on market trends, guidelines, and rate strategy

• Ensure files move through processing and closing in a timely manner • Promptly respond to client’s questions and concerns keeping them well informed of the loan process • Review and prepare client documents ensuring all paperwork is accurate • Properly prepare loan files for submission to processing • Illustrate excellent customer service skills with clients and internal partners • Perform a variety of administrative duties in support of the branch • Support the Loan Officer with scheduling, client communication, and file management

• Providing high-quality service to problem-solve all the cases that are related to product and destinations • Help and recommend customers of domestic and international destinations to maximize their travel experience • Interacts with customers to resolve any cases arising before, during and after the trip • Provide customer support related to travel inquiries • Must be comfortable working with minimal supervision • Familiarization with most social media platforms