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.