1. The ability to listen to and understand information and ideas presented through spoken words and sentences
2. The ability to read and understand information and ideas presented in writing
3. The ability to identify and understand the speech of another person
4. The ability to communicate information and ideas in speaking so others will understand
5. The ability to speak clearly so others can understand you
6. The ability to communicate information and ideas in writing so others will understand
7. The ability to add, subtract, multiply, or divide quickly and correctly.
8. The ability to choose the right mathematical methods or formulas to solve a problem.
9. The ability to see details at close range (within a few feet of the observer).
10. The ability to apply general rules to specific problems to produce answers that make sense.
11. The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
12. The ability to quickly make sense of, combine, and organize information into meaningful patterns.
13. The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object.
14. The ability to generate or use different sets of rules for combining or grouping things in different ways.
15. The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
16. The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).

1. Understanding of and proficiency in customer relationship management CRM software - Loan tracking software, UWM Ease
2. Understanding of and proficiency in customer relationship management CRM software - TRELLO, ARIVE, Blink
3. Understanding of and proficiency in electronic mail software - Gmail
4. Understanding of and proficiency in financial analysis software - Credit reporting software, Informative Research
5. Understanding of and proficiency in financial analysis software - Desktop Underwriter, UWM Ease, Fannie Mae DU
6. Understanding of and proficiency in financial analysis software - Lending software systems, UWM Ease
7. Understanding of and proficiency in internet browser software - Chrome, Safari, Web browser software
8. Understanding of and proficiency in presentation software - Google Presentation, Microsoft PowerPoint
9. Understanding of and proficiency in spreadsheet software - Google Sheets, Microsoft Excel
10. Understanding of and proficiency in word processing software - Google Docs, Microsoft Word
11. Understanding of and proficiency in calendar and scheduling software - Google Calendar

1. Understanding of and proficiency in the use of laptop computers
2. Understanding of and proficiency in the use of scanners
3. Understanding of and proficiency in the use of mobile phones and RingCenteral

1. Provide notifications to customers or patrons
2. Prepare business correspondence.
3. Type documents
4. Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information
5. Observing, receiving, and otherwise obtaining information from all relevant sources
6. Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests
7. Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person
8. Developing specific goals and plans to prioritize, organize, and accomplish your work
9. Performing day-to-day administrative tasks such as maintaining information files and processing paperwork
10. Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form
11. Encouraging and building mutual trust, respect, and cooperation among team members
12. Verify accuracy of financial or transactional data
13. Obtain personal or financial information about customers or applicants
14. Calculate financial data
15. Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail
16. Getting members of a group to work together to accomplish tasks
17. Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events
18. Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems
19. Scheduling events, programs, and activities, as well as the work of others
20. Monitor financial information
21. Arrange insurance coverage
22. Schedule appointments
23. Developing constructive and cooperative working relationships with others, and maintaining them over time
24. Translating or explaining what information means and how it can be used
25. Discuss account status or activity with customers or patrons
26. Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards
27. Analyzing information and evaluating results to choose the best solution and solve problems
28. Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts
29. Keeping up-to-date technically and applying new knowledge to your job
30. Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others
31. Prepare documentation for contracts, transactions, or regulatory compliance

1. Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
2. Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar
3. Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology
4. 20 Hour SAFE Course, State Licensing, Background Check / NMLS Licensing CO Training
5. Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
6. SAFE / NMLS Licensing CO Testing
7. Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.

1. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
2. Talking to others to convey information effectively.
3. Understanding written sentences and paragraphs in work related documents.
4. Communicating effectively in writing as appropriate for the needs of the audience.
5. Being aware of others' reactions and understanding why they react as they do.
6. Managing one's own time and the time of others.
7. Actively looking for ways to help people.
8. Using mathematics to solve problems.
9. Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.
10. Adjusting actions in relation to others' actions.
11. Bringing others together and trying to reconcile differences.
12. Considering the relative costs and benefits of potential actions to choose the most appropriate one.
13. Understanding the implications of new information for both current and future problem-solving and decision-making.
14. Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
15. Teaching others how to do something.

1. File and maintain loan records
2. Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications
3. Record applications for loan and credit, loan information, and disbursements of funds, using computers
4. Contact credit bureaus, employers, and other sources to check applicants' credit and personal references
5. Check value of customer collateral to be held as loan security
6. Interview loan applicants to obtain personal and financial data and to assist in completing applications
7. Present loan and repayment schedules to customers
8. Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts
9. Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers
10. Submit loan applications with recommendation for underwriting approval
11. Verify and examine information and accuracy of loan application and closing documents
12. Order property insurance or mortgage insurance policies to ensure protection against loss on mortgaged property
13. Schedule and conduct closings of mortgage transactions
14. Answer questions and advise customers regarding loans and transactions

Quarter One

Quarter One

Quarter One

Quarter One

Quarter One

Quarter One

Quarter One

Quarter One

Quarter Two

Quarter Two

Quarter Two

Quarter Two

Quarter Two

Quarter Three

Quarter Three

Quarter Three

Quarter Four

Quarter Four

Quarter Four

Quarter Four