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Evaluate borrower files to determine loan eligibility and prepare clear mortgage pre-approvals. Review credit, income, assets, DU/LPA findings, recommend loan programs, prepare approval letters, and communicate results to borrowers and Realtors while maintaining CRM records.

Lead full-cycle recruitment for Loan Officer roles: source, screen, interview, present offers, and support onboarding. Partner with leadership to develop talent strategies, build talent pipelines, promote employer brand, track recruiting metrics, and support early retention and hiring forecasting.

Manage end-to-end residential mortgage processes, communicate loan programs and disclosures to borrowers, audit documentation, pre-underwrite files, manage pipelines across loan products, ensure regulatory compliance, and set up loans to best fit borrower needs.

Lead development and maintenance of marketing dashboards and advanced reporting using Snowflake and visualization tools. Analyze campaign performance across web, CRM, and social channels, provide actionable insights, support attribution modeling, data governance, testing, and presentations to stakeholders. Automate reporting with AI/ML tools and collaborate with IT and business SMEs to ensure data integrity and improve marketing operations.

Provide administrative and sales support to Account Executives by coordinating meetings, researching partners, maintaining CRM records, onboarding referral partners, preparing partner materials, supporting events and open houses, monitoring email/calendar workflows, tracking commitments, and running post-closing follow-up to maintain partner relationships.

Manage end-to-end pre-approval process for residential mortgage borrowers, reviewing income, assets, credit, and disclosures. Communicate loan programs and costs (bilingual Spanish/English), pre-underwrite documentation, manage pipelines across loan products, and use LOS and underwriting tools to support timely approvals.

Serve as liaison for borrowers and internal teams to review, pre-underwrite, and prepare mortgage files. Audit income/assets, run AUS (DU/LP), verify credit, compile disclosures, and recommend optimal loan programs across Conventional, FHA, VA, USDA, Jumbo, 203k, and reverse products to support loan approvals.

Manage and oversee the end-to-end pre-approval loan process, communicate program options and costs to borrowers, review and audit income/assets/credit, run DU/LP, prepare disclosures, pre-underwrite documentation, and maintain pipelines across Conventional, FHA, VA, USDA, 203k, Jumbo, and reverse mortgage products.

Entry-level Marketing Analyst who handles inbound marketing phone calls, engages prospects, classifies leads, coordinates with lending teams, applies training to client interactions, and supports originators to drive lead conversion and advancement into loan advisor roles.

Contact inbound/outbound mortgage leads, gather borrower information, qualify prospects, schedule appointments, document outcomes in CRM, manage high call volume, and support loan officers through early pipeline stages while pursuing mortgage licensure.