JOB SUMMARY :
- The position of Sr.
- Loan Agent is responsible for the processing of a mortgage loan from origination to funding.
ESSENTIAL RESPONSIBILITIES :
Build long-term relationship while rapidly responding to the needs of the client Prescreen and analyze client’s financial overview to determine appropriate loan products Actively follow up with clients to ensure all initial required supporting documents are received Accurately generate loan data into software application while proactively working with Loan Processors to ensure all necessary file requirements are met Build and manage pipeline by professionally developing sound follow-up methods with existing clients Keeping Team Manager abreast of daily performance to ensure compliance measures are met Individually monitor production performance and identify areas of opportunities with Team Manager and Loan Agent Trainer to ensure ongoing productivity dynamics Make high volume of outbound calls with leads provided Outbound phone calls to clients Sell and produce loans Meet production numbers and goals that change on a monthly basis Update all clients files daily Sign borrowers for mortgage loans EXPERIENCE REQUIREMENTS : 3-5+ years of Mortgage Sales experience in a high volume call center Experience with NON QM products preferred.Must have experience in delivering excellent customer service, pleasant phone skills, and understanding the changing mortgage industry Enthusiastic and dynamic personality with high motivation Strong and clear communication skills Excellent attention to detail and follow-up Ability to work methodically in a fast-paced, high energy environment Knowledge of MS Outlook, Internet and average typing skill EDUCATION AND CERTIFICATION REQUIREMENTS :
High School diploma or GED required Valid NMLS license NMLS SAFE ACT compliant Continue to maintain MLO license status throughout tenure Powered by JazzHR