• Maintain a working knowledge of products, policies, procedures and operating systems as we as any updates that are implemented • Knowledge of FNMA, FHLMC, HELoans/HELOCs, FHA, VA & 2nd Lien underwriting guidelines • Independently calculate all types of self-employed income • Prepare loan and coordinate with members on finalizing and closing loans timely and efficiently • Maintain product knowledge and stay up to date on changes to market conditions • Proficiency with AUS systems • Comply with all applicable laws and regulations related to mortgage lending • Communicate with borrowers, operations staff, title companies, etc., to expedite mortgage process

• You'll be the trusted guide clients and referral partners count on throughout the entire mortgage journey. • That means building genuine relationships, understanding what matters most to each borrower, and helping them navigate their options with confidence and clarity. • You'll manage every detail from application to closing, set clear expectations, and deliver an exceptional experience at every step. • And because this industry never stops evolving, you'll stay sharp on market trends, product updates, and compliance requirements so you're always bringing your best.

• Must be able to independently calculate all types of self-employed income • Must be able to fund a minimum of 20 units per month while working towards the same units for the following month • You will need to monitor and manage workflow to ensure timely closings • Maintain product knowledge and stay up to date on changes to market conditions • Proficiency with AUS systems • Comply with all applicable laws and regulations related to mortgage lending • Communicate with borrowers, operations staff, title companies, Realtors, etc., to expedite the mortgage process

• Own the Loan File (Start to Finish) • Be the central hub of each transaction—supporting the Loan Officer, coordinating with the processor, and ensuring nothing falls through the cracks. • Collect and organize client documentation • Run income calculations and structure loan files • Prepare pre-approvals and client-ready scenarios • Set up and disclose loans in the system • Order appraisals and manage key milestones • Keep files moving forward and proactively resolve issues • Ensure all documentation is complete, accurate, and on time • Act as the point person between Loan Officers, processors, clients, and partners • Align daily priorities and keep the team focused on what’s most urgent • Maintain constant visibility on file status and next steps • Review documents thoroughly and catch issues early • Handle high-touch or complex files with confidence • Keep everything organized, compliant, and on track