VA Client Success Manager | Mortgage Analyst/Processor
Ensource Financial
Oct 2022 - Jan 2026 (3 years 4 months)
CRM Navigation (Go High level, Vonage, Arive): Reviewing and keeping the pipeline updated for old, current and new leads/borrowers for new loan applications. Cold Calls & Follow ups: To Collect, verify, and organize, early borrower documentation, including tax returns, pay stubs, VOEs, bank statements, etc. Loan Approval: Conduct initial credit checks, Initial loan estimates, pre-approval letters and DU Findings to potential borrowers. Loan Origination/Processing: In charge of creating loans application on Arive, filling the 1003 application, Ordering Pre CD, Title Docs, Appraisals, VOEs, Insurance (HOI), VOEs and Condo (HOA) Documentation (questionnaire, budget, Master Policy). Ensuring accuracy and completeness of all required documents t