Theresa Hatch

Creating and maintaining a budget

Accounts payable and receivables

Maintaining various daily schedules

Coordinating travel accomodations

Responsible for ordering and maintaining supplies

Prospect, develop, and maintain relationships with potential new business referral partners such as realtors, builders, bank colleagues, and the community at large.

Collect and analyze prospective buyer income, assets and liabilities, background check, and loan application documents to determine creditworthiness.

Counsel borrowers to understand the pros and cons of different loan products to determine which is best for them.

Interact with customers, realtors, processors, and underwriters to ensure a smooth transaction.

Review the loan process by monitoring loan status, term conformity, and regulatory guidelines.

Exceed our production standards by maintaining an active pipeline.

• Gathering information for the loan application

• Evaluating credit histories for applications

• Collecting data from clients such as their assets, salaries, debts and employment status to fill in information for the loan application

• Researching and correcting mistakes in applications for clients

• Reviewing file documentation for missing or erroneous information

• Meeting loan application deadlines

• Assisting Loan Officer with requests and tasks needed to complete and process applications