Primis Benefits Overview

The Mortgage Closer coordinates loan closing and funding, prepares closing packages, ensures compliance, and maintains communication with all parties involved. Responsibilities include reviewing loan data, resolving issues, and ensuring accuracy in closing disclosures.

The Mortgage Processor evaluates and approves loan applications, recommends suitable loan products, complies with regulations, and ensures all documentation is prepared for underwriting.

Originate SBA 7(a), 504, and Express loans for healthcare professionals; build referral networks with COIs; advise clients on financing strategies; partner with internal teams to ensure compliant, efficient deal flow; meet loan production goals and manage pipeline while monitoring portfolio risk.