• Collect financial information on taxes, debts etc.
• Evaluate creditworthiness and eligibility for obtaining a mortgage loan
• Interview clients
• Guide clients through mortgage loan options
• Prepare and submit mortgage loan applications
• Ensure data are in line with national and local financial rules
• Monitor and report on application processes
• Inform clients about loan approval or rejection
• Help resolve problems with applications
• Research new mortgage loan policies
• Ensure compliance with privacy laws and confidentiality policies throughout the process
• Build a supportive referral network with clients, lenders, real estate agents etc.
