Understanding the client's financial situation, goals, and needs to determine the best loan product for them.
Assessing the client's ability to repay the loan based on their financial history, income, and debts.
Handling loan applications, preparing loan agreements, and coordinating with underwriters.
Explaining loan options, answering questions, and helping clients understand the terms of their loan.
Establishing trust and rapport with clients to ensure their satisfaction and foster long-term relationships.
Adhering to lending regulations and industry best practices.