Opportunity Description
- Salesforce data entry and LoanApp management
- Download documents - ensure documentation is present and valid, including renaming of documents
- Create leads and convert to opportunities
- Push to funder application - ensure all details are accurate
- Submit application to funder
- Send credit guides if applicable
- Management of valuation orders
- Order valuations
- Follow up
- Generate credit reports and complete title searches
- Complete KYC - IDYou or IDKit
- Complete application forms and sending for signatures
- Complete funding table and servicing calculator
- Draft credit proposal for credit assessment
- Credit assessment - assessing applications prior to submission to credit analyst for review
- Complete risk and fraud assessments
- Review credit limits in line with 360 MMS policies and procedures
- Recommend for approval / decline
- Complete co...
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