• Assist Loan Officers with loan file setup, processing, and pipeline management
• Communicate with borrowers to collect documentation (income, assets, credit, etc.)
• Review loan files for completeness and accuracy before submission
• Work with processors, underwriters, and title companies to keep files moving
• Update clients and referral partners on loan status
• Manage CRM and keep notes/files organized
• Order third-party services (appraisals, title, etc.)
• Ensure deadlines and closing timelines are met
