Interviewing clients and assisting them with the completion of loan applications.
Working closely with the underwriting department to determine conditions for loan approval.
Screening and assessing new mortgage applications for loan eligibility.
Ensuring that personal information such as income and expenditure are received and captured.
Identifying potential risks that can lead to a default on the mortgage loan.
Preparing contracts for mortgage loans and ensuring they are signed correctly.
Preparing loan closing doents once a mortgage has been repaid.
Working closely with real estate agents to increase the number of loans in the company’s loan portfolio.
Ensuring compliance with mortgage loan regulations and privacy laws.
Reporting to management on applications received, approved, and declined.
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