• Support and educate clients as they work through the intake process and finalize their loan closing • Ensure all initial application data and documents are accurate and complete before submitting to Processing • Act as primary point of contact and set clear client expectations on timelines and requirements • Responsible for timely delivery of initial loan disclosures and adherence to all regulatory requirements • Operates independently on standard files and escalates to Team Leads as needed for scenario questions or guideline interpretation • Ensure that all loans originate in full compliance with federal and state regulations • Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions • Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun