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Loan Officer Presentation

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Braydon Dennis

on 3 April 2013

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Transcript of Loan Officer Presentation

WJ Bradley Mortgage Presentation - Become largest Team at WJ Bradley Rod Dennis Team Tools Community Involvement Goals Rock Star Processor Gathers information and takes each file from
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
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