OriginPoint · 21 hours ago
Business Development Coordinator
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Financial ServicesMortgage
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Responsibilities
The primary function of the Business Development Coordinator is to support and manage client engagement activities including some aspects of partner development.
Maintain positive, professional, helpful, friendly relationships with all real estate agents.
Enter complete and accurate data into Encompass & Print Encompass docs including CCW’s etc. for borrowers to sign.
Assist Team with providing Commitment and Pre-approval Letters.
Create and email new listings and open house flyers to agents daily.
Score files through AUS.
Enter and maintain client contacts.
Work with Marketing department on lead generation marketing materials and flyers as requested.
Provide general administrative support to team.
Provide Marketing reports as needed.
Promptly return calls from borrowers and real estate agents.
Keep team organized; in general, daily.
Order appraisal and title work on all files; promptly prepare files for processing team.
Assist other members on his team whenever possible, with anything.
Maintain office monthly newsletters & distribute to office.
Maintain calendars.
A strong commitment to customer service to sales associates and borrowers—is a must!!
Keep current on all licensing requirements and continuing education classes throughout year to maintain LO license.
Interview borrowers over the phone, take loan applications and schedule borrowers to meet.
Support Loan Officers with new and past clients to lock loans and increase monthly production.
Ability to understand loan pricing and general mortgage guidelines to quote rates, interact with clients, and prepare necessary documentation.
Qualification
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Required
1+ years of Mortgage and or Real Estate Experience.
Exceptional communication skills – both written and verbal.
Knowledge of Microsoft Outlook, Work, and Excel (required).
Familiarity and comfort with social media.
Positive outlook and proactive attitude working around a relatively complex and regulated underwriting process.
Company
OriginPoint
OriginPoint is an independent retail mortgage company.
Funding
Current Stage
Early StageRecent News
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