Collect and prepare all necessary documentation for the loan package.
Research applicant credit status and current financial position.
Prepare and maintain all paperwork for existing and new loans, including loan disclosures.
Create repayment plans.
Complete loan contracts and ensure clients are kept informed of the rules and requirements.
Work with clients to establish their needs and recommend suitable types of loans.
Submit files to the designated Underwriter.
Conduct interviews to assess client eligibility for loans or mortgages.
Ensure you comply with the established regulations and law requirements.
Follow-up with clients to verify important information.
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The Lending Hub