Lead Generation and Prospecting:
Identifying potential clients and generating leads through networking, referrals, and other sales strategies.
Client Interactions:
Meeting with potential and existing clients to assess their lending needs, explain loan products, and answer questions.
Loan Application and Processing:
Collecting and analyzing financial information, preparing loan applications, and guiding clients through the application process.
Sales and Relationship Building:
Building and maintaining strong client relationships, promoting loan products, and driving sales.