Executive

• Assist clients through the loan process from application to closing, including resolving client concerns
• Build and maintain relationships with real estate agents, investment advisors, accountants, other professionals, friends, family, and closed clients
• Consult with clients and analyze financial situations to determine appropriate loan products
• Evaluate credit, employment, income, assets, property, and other documents to determine financing eligibility
• Cultivate mortgage referral-source relationships and market the value of working with Rocket Mortgage
• Advise and educate clients on home-buying, refinancing, and mortgage management
• Establish, develop, and maintain a book of business to drive referral volume and revenue
• Provide excellent service to referral sources and clients
• Stay current on Rocket Mortgage products, qualifying parameters, and process changes
• Represent the Rocket brand at civic and community functions to support business development and lead flow

Executive jobs in Montana

Executive Loan Officer