Collect and analyze information regarding customer income, assets, investments or debts
Determine which bank product best fits the customer’s needs
Provide advice to customer regarding advantages and disadvantages of different products
Knowledge of Fannie Mae/Freddie Mac guidelines as well as government products
Makes preliminary determination of applicant’s credit worthiness and has the authority to issue prequalification statement of borrower’s eligibility
Call on realtors, builders, community development corporations and other potential mortgage customers to establish relationships for loan referrals
Handle processing of loan request in accordance with bank policy and applicable regulatory requirements as well as secondary market criteria and guidelines
Adhere to Quality Customer Service parameters; Conform with and abide by wri...