Remote Loan Advisor

Essential Job Duties and Responsibilities

• Analyzes applicant information to determine whether the customer qualifies for a beneficial loan program.
• Affords assistance in discussing financial objectives and goals with customers and initiates the loan application.
• Clearly communicates the loan program terms and benefits available to the customer as well as the loan process.
• Safeguards all required documents and disclosures in a timely manner.
• Fulfills the sales process and Quality Assurance (QA) requirements to stay compliant.
• Maintains and surpasses the Sales Key Performance Indicators (KPIs) set by management.
• Responds promptly to customers' needs and expectations.
• Displays excellent communication skills and is clear, concise, and professional when interacting with customers.
• Aspires to enhance knowledge of the mortgage industry, products, lending practices, and regulatory guidelines.
• Promotes a professional image and adheres to company policies and procedures.
• Adheres to shift requirements.

Qualifications

• To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
• Education and/or Experience: High School Graduate/GED, Bachelors Degree preferred. At least one (1) year of mortgage sales experience. Proven track record of exceptional performance.
• Certificates, Licenses, Registrations: NMLS/SAFE. At least 1 active license or at a minimum, the ability to be licensed without having to retake the SAFE exam.