• Schedule all loan officer appointments, including new leads and additional appointments for the Branch Manager. • Take all incoming calls. • Assist Loan Processor with clerical tasks, such as copying and faxing documents. • Schedule regular weekly face-to-face meetings based on branch metrics and operations. • Meet branch objectives specific to pre-qualifications and pre-approvals. • Attend branch events to assist Loan Officer in building clientele. • Complete and maintain branch-assigned checklists, files, analysis within allotted branch deadlines. • Available to work varying hours and overtime if needed.

• Advise borrowers on financial status and payment methods • Guide customers through the loan application process • File loan applications and supporting documents • Develop referral networks to locate prospects for loans • Handle customer complaints and take appropriate action to resolve them

• Ensure a seamless transition from loan quote to intake, maintaining accuracy and efficiency. • Support loan officers by managing intake workflows and ensuring timely follow-ups. • Improve process efficiency by keeping data and documentation well-organized and up to date. • Manage loan transitions from quote status to intake, ensuring priority and accuracy. • Monitor the loan intake queue and initiate file setup based on submission dates. • Review loan documentation for completeness and accuracy. • Set up digital folders and enter key borrower and entity information into the loan origination system. • Order and upload third-party reports from external platforms. • Send and follow up on initial document requests to key contacts. • Coordinate internally with appraisal specialists, processors, and the operations team to ensure timely file progression. • Maintain accurate communication notes within internal systems. • Utilize internal checklists to verify all required documents are collected and properly categorized. • Perform preliminary quality control on documents and escalate issues when necessary. • Monitor loan files using status dashboards and checklists to track progress. • Transition files to the next stage once all intake requirements are complete. • Ensure data and documentation in both the CRM and LOS remain up to date. • Follow up daily for missing documents and escalate delays as needed. • Document all follow-ups and status changes in internal systems.