Teams at The Money Store

Provides administrative and coordination support to mortgage loan officers by managing communications, appointments, loan pipelines, closing deadlines, customer information, email monitoring, sales meeting materials, continuing education, licensing requirements, and training support. The role coordinates among loan officers, customers, real estate agents, operations staff, insurance agents, and closing agents while maintaining restricted, read-only access to the Encompass system.

Reviews approved residential mortgage loans to confirm underwriting conditions are satisfied, prepares and verifies closing documents, schedules closings, coordinates with borrowers, brokers, title companies, and lending officers, collects required documentation, answers closing-process questions, and records loan information according to government standards.

Supports branch managers and loan officers with daily branch operations, loan information collection, lead and loan-status tracking, customer communications, product discussions, shipment tracking, and problem resolution. Maintains knowledge of loan products and services while pursuing education toward a Loan Officer License. Promotes professional communication, organization, teamwork, and an exceptional customer experience.