Credit, income, debt, and loan structuring. Worked with clients to overcome objections and close loans. Assisted in the development of a new application process.
Strong interpersonal skills to generate new business. Maintain a book of business. I am also expected to continue to learn about new products.
Working with the loan Officer to ensure all documents are complete and accurate. I also assist the borrower in obtaining the correct information and updating the loan.
Worked with the loan Officer to ensure all documents and signatures were correct and that the loan was closed in a timely manner.
Contact customers to notify them of their status of their loans and discuss the options that are available, as well as explain the terms of those services.
Review loan agreements to ensure that they are complete and accurate according to policy. Complete loan applications and make sure all paperwork is complete and accurate.
Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. Submit applications to mortgage lenders for verification and recommendation.
Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information. Review and update credit and loan files.
Work with clients to identify their financial goals and to find ways of reaching those goals. Develop and maintain relationships with customers by phone and in person to solicit new business.
Review loan agreements to ensure that they are complete and accurate according to policy. Interview applicants to obtain information for loan applications and to answer questions about the process.
Meet with applicants to obtain information for loan applications and to answer questions about the process. Explain to customers the different types of loans and credit options that are available, as well as the terms of those services
Handle customer complaints and take appropriate action to resolve them. Develop and maintain relationships with Wells Fargo partners to maximize sales opportunities.