Corporate Loan Officer

Classification : Non-Exempt

Hours : Typical business hours are 8 : 00 A.M. to 7 : 00 P.M., depending on time-zone, Monday through Friday. Some overtime may be required.

Purpose

The Corporate Loan Officer is a member of the centralized sales team responsible for conducting outbound calls to past and existing clients to identify new mortgage opportunities-primarily refinance, purchase, or home equity. Unlike field-based Loan Officers, Corporate Loan Officers work from a centralized office environment and are provided with curated, high-quality leads generated through BOE's internal lead management and analytics systems.

This position is ideal for self-motivated professionals who thrive in a fast-paced, team-oriented call center environment and who take pride in building long-term relationships with clients. Corporate Loan Officers are expected to deliver exceptional service, educate clients on available loan options, and help them achieve their financial goals.

Key Responsibilities

• Outbound Engagement : Proactively contact past and existing BOE clients via outbound calls, text, and email to identify refinance or purchase opportunities.
• Lead Management : Work assigned leads using BOE's refi intelligence platform , which identifies clients who are likely to benefit from a refinance or new mortgage opportunity based on factors such as home equity, property values, interest rate trends, and loan history.
• Client Consultation : Assess customer needs, explain available loan programs, and guide clients through next steps of the mortgage process.
• Loan Origination : Take complete and accurate loan applications via phone or digital platforms and ensure all required documentation is gathered.
• Compliance : Maintain strict compliance with all mortgage regulations, including RESPA, Regulation Z, Fair Lending, HMDA, Bank Secrecy Act, and other applicable laws.
• Pipeline Management : Track all client interactions and follow up consistently to ensure smooth progression through the application process.
• Cross-Functional Collaboration : Partner closely with processing, underwriting, and closing teams to ensure accuracy, timeliness, and an excellent client experience.
• Performance Goals : Meet or exceed individual and team production goals as established by management.
• Customer Retention : Serve as a trusted point of contact for past clients, reinforcing BOE's commitment to service beyond the initial loan transaction.
• Professional Development : Attend regular sales and compliance meetings, and stay informed about market trends and loan program changes.

Position Requirements

Prior mortgage experience preferred, but not required.

Excellent verbal and written communication skills.

Work Environment & Physical Requirements