Assemble application data and submit complete packages.
Act as a liaison between Loan Officer, client, and operations.
Follow up with clients on missing documentation.
KeyCorp is committed to helping clients, colleagues, and communities thrive. They offer a flexible, inclusive work environment with opportunities for growth. They are an Equal Opportunity Employer committed to sustaining an inclusive culture.
Proactively provide expert advice on mortgage renewal needs.
Drive the sales process for inbound and outbound customer contacts.
Maintain current knowledge of personal banking and lending products.
BMO is a leading bank committed to building, investing and transforming how they work. As the 8th largest bank in North America by assets, they provide banking, wealth management and investment services to more than 12 million customers.
Work in a team-oriented environment as a Single Point of Contact on the loan file.
Gather and clear conditions to get the file to closing quickly.
Maintain relationships by offering a high level of service during the loan process.
Cascade Financial Services is a trusted lender in Attainable Housing, helping families realize the dream of home ownership with customized mortgage loan solutions for the manufactured housing marketplace. They leverage state-of-the-art business automation and skilled professionals, fostering a culture of teamwork, integrity, excellence, and service, with a strong belief in work/life balance and a positive environment.
Acting as a mortgage originator for your own pipeline of loans
Maximizing lock and fund conversions for leads provided to you
Building relationships with your buyer’s realtors and keeping them informed throughout the transaction
Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner. They leverage creative technology and innovation to make the home buying journey more approachable and understandable and home finance more affordable and accessible. They have funded over $100 billion in loans for their customers.
Understand client needs and provide sales and credit services related to loans for BMO clients or prospects.
Advise clients on borrowing strategies and products that meet their goals.
Perform sales and service activities for the client in accordance with approved procedures.
BMO is driven by a common purpose: To have the courage to make a difference in life, as in business. As the eighth largest bank in North America by assets, they provide personal and commercial banking, wealth management, and investment services to over 12 million customers.