Accounting Principals is looking for a Direct Hire Loan Partner l for a great organization in the downtown Chicago area. Please apply if you meet requirements!
Duties of the Positions
Set 100% of appointments for Team Leader, no exceptions.
Confirm all appointments the day before and the day of the appointment.
Answer 90% of the incoming calls to the team.
Call back new leads within one hour; maintain 35% + conversion rate.
Set, manage, and confirm all appointments for the Clients to come in and meet with loan Officer and/or LP II for loan applications communicate what items to bring in for appointment etc.
Pull credit reports and have them ready for the meeting.
Set and track all appointments for Loan Officer for referring Partners, seminars, closings, etc.
Perform initial set up of files in Origination System.
Track incoming leads for Loan Officer and/or LP II using “Lead Tracker” form.
Make copies for Clients and copy packages/scans/uploads files.
Database management - updates both Client and Referring Partner database with current and up to date information.
Add newly closed loans on 1st of each month to our data base.
Mail letter from the Heart on odd months and Evidence of Success postcards on the even months of the year to our entire date base.
Email program of the week to all Realtors in data base every Friday.
30-60-90 day calls from closed loan
High school diploma or equivalent.
Must be able to work 40 hours per week between the hours of 8:00 a.m. and 5:00 p.m.
Must be proficient in Word, Excel and Outlook applications.
Must have excellent verbal and written communication skills.
Must have a positive attitude.
Must be dependable, self-motivated and require minimal supervision.
Equal Opportunity Employer/Veterans/Disabled
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The Company will consider qualified applicants with arrest and conviction records
Please apply with your CV to: