The Loan Partner One will oversee:

the Loan Officer's new lead management, scheduling, and database duties.

The LP1 will be in direct communication with all new leads, active clients, and business partners daily, ensuring effective workflow and chemistry with the rest of the Loan

Officer team. The Admin LP1 must professionally represent the LO and team and strive

to “wow” daily internally and externally.

This position also requires extraordinary communication skills, strong time, self and priority management, and data entry skills.

3+ Top Duties w/Measurements:

1. Leads

• Contact newly received leads within 4 hours (or as stated by LO)

• Maintain a 70%+ lead-to-appointment ratio

2. Schedule

• All appointments are set professionally on the same day

• All appointments confirmed 24+ hours in advance

3. Database

• Leveraged Events (2+ monthly)

• Gift Program (5+ monthly)

• Mailing Program (500+ monthly)

4. Other:

• Emails: all emails are fully managed (Delete, Differ, Do, Delegate)

• Expenses: Properly manage and submit expense reports once monthly