Job Description

We are seeking Loan Officers to acquire and retain new and existing customers, work with realtors and their clients to assist them in obtaining home loans, assist other Loan Officers as needed, support each loan transaction from application to closing, and provide excellent customer service to all partners, realtors, clients and borrowers.  This position is Hybrid/Remote

Essential Duties and Responsibilities:

• Customarily and regularly work away from companies’ place of business (or the Loan Officer’s home office or other regular place of business) selling our loan products and meeting with and calling on real estate agents, builders, clients and partners and other referral sources to self-source leads and generate business.
• Perform sales activities including, but not limited to:
• Provide ongoing marketing and support of existing Partners.
• Sourcing of prospective new clients.
• Be available to clients and coworkers throughout the day and on weekends if needed.
• Interview customers and take loan applications and pre-qualify borrowers over the phone or in person.
• Discuss loan program products with borrowers and provide loan comparisons or other borrower education information.
• Support loan transactions from application to closing, providing updates to borrowers and coordinating with support staff.
• Create new marketing materials and distribute to partners and clients.
• Participate in builder and realtor functions, open houses, status meetings, special events, etc., to develop and maintain relationships, generate new leads, and acquire new business.
• Read industry publications/blogs/newsletters/web stories about current industry news.
• Support other Loan Consultants/ Officers as needed.

Performance Expectations:

• Perform all actions in accordance with the Mission, Vision, and convictions of the company.
• Expected to meet production standards outlined in the Loan Origination Production Standards.
• Provide a “WOW” experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication and/or in person.
• Seek Feedback: Host regular and timely communication with associates and Manager.
• Be willing to assume additional responsibilities/duties/projects as they arise.
• Have strong organizational skills, the ability to learn quickly, and accuracy/timeliness in completing tasks.
• Knowledgeable regarding mortgage processes, able to answer borrower’s questions and take applications.
• Effectively uses LOS, contact management software and Microsoft Office products.
• Able to learn changing information regarding loan programs and able to incorporate these changes while dealing with members.
• Work well with other members of the team and is willing and able to fill in for other Loan Consultants/ Officers.
• Perform all actions in accordance with the policies and procedures of the company.

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