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AnnieMac Home Mortgage · 18 hours ago

Loan Partner I

Waldorf, MD

Full-time

Onsite

New Grad, Entry Level

$11/hr - $19/hr

AnnieMac Home Mortgage is looking to hire a Loan Partner I to assist a specific Mortgage Loan Originator or Branch Manager. The role involves managing the calendar, tracking leads, and maintaining database organization to support the Team Leader effectively.

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Responsibilities

Manage the Calendar:

Set all appointment for Team Leader

Confirm all appointments the day before and if you leave a message call the day of as well

Have at least two call back times scheduled in team leaders day and change voicemail to reflect those times

Lead Tracker:

Call leads back within 1 hour to set appointments to speak with a licensed Mortgage Loan Originator

All leads added to lead tracker

Update the referral source every time you attempt/make contact with a lead

Bring two copies of lead tracker to each team meeting

Give borrower a verbal list of what to bring and directions and make them write it down

Email confirmation of appointment (list of what to bring, directions, testimonial) to agent, borrow, and team leader. (put, from (team leader name) in the re: section of the e-mail

Print credit and put it in the appointment folder; have it ready for the appointment

Data base management:

Update our database on the 1st of each month with closed loans from the previous month

E-mail program of the week to realtor data base every Friday

30-60-90 day calls for all closed loans

ABC calls weekly

Birthday Program using CRM tool

Team Leader Organization:

Keep Team Leaders desk organized

Keep Team Leader on track with calls and schedule