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Loan Officer Presentation
Transcript of Loan Officer Presentation
pre-approval to closing. Susan Barkwell Transaction Perfectionist/
Coordinator Operations Loan Pricing Marketing/ Event Planner Braydon Dennis Amanda Kaats Mortgage Coach Sponsored Events Event Sponsors Referral Gifts Birthday Cards Borrower Thank You
Cards Newsletters Team Members Verifies loan documents and prepares application for submittal to underwriting. Reviews file documentation and make sure all items needed are requested. - Close all loans on time - Eliminate Loan Originators time
wasted not involved in sales - Acquiring all documentation
upfront one time Pipeline Management Customer Appreciation Team Leader Senior Loan