The Loan Officer Assistant Checklist
Submission to Processing
The Loan Officer Checklist is a pivotal part of the overall customer experience. Once the client has completed the loan application the LOA will connect with the client to assure that all documents have been submitted.
A completed client file with all documents submitted based on the program will allow the loan officer to accurately select the best product or program for the client creating an overall satisfactory client experience for the mortgage process.
Enroll in the LOA course and it will provide you with everything you need to ensure a complete file.
Your Instructor
Ms. Tunita Bailey, fondly known as “The Money Lady”, has been providing capital resources, consulting, and practical financing options for over 25years in the financial services industry.
Currently, Ms. Bailey serves as the president and CEO of The Mortgage & Real Estate Training Academy and Capital City Mortgage where she provides residential and commercial financing along with award winning training for real estate investors, real estate agents, mortgage professionals and professional development classes for individuals seeking to improve their level of expertise in the real estate industry.