Jobs · Finance · Florida

Sr. Loan Officer

Preferred Lending Services · Tampa, FL · 7 mo ago
FinanceFull-time

Responsibilities

  • Sell loan products offered by NewRez, LLC
  • Contact prospective clients to develop and maintain referral sources
  • Make in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower leads
  • Engage in marketing and promotional activities in support of your own sales
  • Meet monthly minimum personal production goals (3 units)
  • Take mortgage loan applications and prepare effective loan proposals
  • Determine a consumer’s needs and offer the appropriate product
  • Originate loans for appropriate amounts, rates, and terms that comply with NewRez's program guidelines
  • Provide consumers with a superior level of customer service
  • Quickly and accurately answer all customer inquiries in a professional manner
  • Obtain all information deemed necessary to process loan requests in a timely manner, including but not limited to credit reports, income verification, appraisals, lien searches, etc.
  • Analyze the information and provide insight where appropriate
  • Provide assistance to applicants and solve all problems that may arise between application and settlement
  • Stay informed of developing trends in the mortgage industry
  • Attend/assist with scheduled meetings, training sessions and courses
  • Maintain compliance with all industry-specific federal and state licensed activity requirements and NewRez's Code of Conduct

Qualifications

  • Must qualify for and obtain state licensure in the states where NewRez does business; mortgage licensure requires a good credit score, no tax liens and a clean criminal background check
  • Minimum successful 3 years mortgage loan origination experience
  • 2 year college degree preferred (or equivalent experience)
  • Proven sales skills and leadership abilities

Knowledge, Skill and Ability Requirements

  • Ability to quickly connect with people in an outgoing, friendly manner
  • Persuasive, selling communication skills
  • Strong sense of responsibility for completing work quickly and accurately
  • Careful decision-making skill with ability to avoid mistakes
  • Excellent oral, written, listening, and organizational skills
  • Basic computer skills
  • Ability to work independently

Additional Information

  • While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
  • All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator.
  • Employment will be contingent on this requirement.

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