Loan Advisor

Essential Job Duties and Responsibilities

• Analyzes applicant information to determine whether the customer qualifies for a beneficial loan program.
• Aids customers in discussing financial objectives and goals and taking the initial loan application.
• Clearly communicates the loan program terms and benefits available to the customer as well as the loan process.
• Ensures all required documents are returned and disclosures are signed in a timely manner.
• Follows our sales process and QA requirements to remain compliant.
• Continually meets and/or exceeds the Sales KPI’s set by Management.
• Is responsive to customers’ needs and expectations.
• Has excellent communication skills and is clear, concise, and professional when speaking with customers.
• Eager to develop knowledge of the mortgage industry, products, lending practices, and regulatory guidelines.
• Maintains a professional image and standards consistent with company policies and procedures.
• Maintain regular and punctual attendance.

Other Job Duties and Responsibilities

Performs other related duties as assigned.

Qualifications

• High School Diploma required.
• At least one (1) year of mortgage sales experience.
• NMLS/SAFE, at least 1 active license or at a minimum, the ability to be licensed without having to retake the SAFE exam.