• Source mortgage leads. • Build relationships with real estate agents and other lead sources. • Analyze potential loan markets and develop referral networks to locate prospects for loans. • Market CCM products to individuals and firms, promoting CCM services that may meet customers’ needs. • Meet with applicants to obtain information for loan applications and answer questions about the process. • Analyze applicants’ financial status, credit, and property evaluations to determine feasibility of granting loans. • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services. • Generate complete loan applications with corresponding documentation. • Improve loan applications and documentation by informing the applicant of additional requirements. • Help customers by answering questions and responding to requests. • Handle customer complaints and take appropriate action to resolve them. • Own the communication with the real estate agent or referral source. • Confer with processing and underwriting to aid in resolving mortgage application problems. • Maintain job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations. • Regularly participate in activities in connection with mortgage sales, including but not limited to attend closings, open houses, and/or conduct CCM seminars/trainings and other lead-generating activities.