Loan Partner I

AnnieMac Home Mortgage; Mount Laurel Township (NJ); On-site; USD 35,000 - 50,000; Full time

Job summary

AnnieMac Home Mortgage in Mount Laurel Township, New Jersey, is seeking an organized individual to manage the Team Leader's calendar and handle lead tracking. The role requires timely communication with clients and updating our database monthly.

You will be responsible for confirming appointments, maintaining the lead tracker, and ensuring all necessary documentation is prepared for meetings.

If you're detail-oriented and thrive in a fast-paced environment, apply today.

Responsibilities

• Manage the calendar and set appointments for the Team Leader.
• Call leads back within 1 hour to set appointments with a Mortgage Loan Originator.
• Update the database on the 1st of each month with closed loans.

Job description

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.
• Keep Team Leader on track with calls and schedule.