EXPERIENCED LOAN OFFICER
L A FINANCIAL MANAGEMENT & SERVICES · Chino, CA · 1 mo ago
FinanceFull-time
Responsibilities
- Collect financial information (e.g. 2 months bank statements, 2 current paystubs, taxes, etc.)
- Evaluate creditworthiness and eligibility for obtaining a mortgage loan
- Interview clients
- Guide clients through mortgage loan options
- Prepare and submit mortgage loan applications to the loan processor
- Ensure data are in line with national and local financial rules
- Monitor and report on application processes
- Inform clients about loan approval or rejection
- Help resolve problems with applications
- Research new mortgage loan policies
- Ensure compliance with privacy laws and confidentiality policies throughout the process
- Build a supportive referral network (e.g. with clients, lenders, real estate agents)
Qualifications
- Experience as a mortgage loan officer or in a similar role
- Previous experience in sales or customer support is an asset
- Working knowledge of mortgage loan computer software (e.g. Calyx Point)
- A valid license in DRE or DBO NMLS license is a MUST
- A degree in Finance or Business is a plus