Point Mortgage CorporationRemote Loan Officer Assistant
Dec. 2020 - Jul. 2022Chula Vista, California, United StatesI managed functions pertaining to educating customers on mortgage rules and regulations, interest rates, and the application process. Recommended the mortgage plans that best align with customersβ backgrounds and needs, drawing on research and personal expertise. Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base. Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps. Liaised with clients to guide through loan closing process and skillfully handle any concerns. Scheduled meetings and appointments and maintained well-organized master calendar