Loan Partner I

  • Location
    Chicago, Illinois
  • Category
    Loan / Mortgage
  • Job reference:
    US_EN_5_849119_2802121
  • Job type
    Contract/Temporary

    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
  •  

     Job Requirements: 

  • 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.
  •  



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