Agent Loan Officer

Agent Loan Officer

Reports to : Branch Manager

Responsibilities :

• Establish an ongoing relationship with consumers seeking residential mortgage loans by delivering best-in-class customer service.
• Meet with applicants to obtain information for loan applications and to answer questions about the process.
• Manage a pipeline of both purchase and refinance loans.
• Collect loan applications along with financial information (ex : income documents, asset statements, etc.) to analyze creditworthiness and determine which programs the borrower can qualify for.
• Advise borrowers on suitable loan options along with how closing costs and monthly payments could vary under different products.
• Collaborate with internal teams to expedite loan processing and remain as the borrower's point of contact through the loan closing to facilitate a seamless customer experience.
• Stay up to date with industry trends, market conditions, and lending guidelines.
• Ability to work with positivity and honesty.
• Maintain current and thorough knowledge of all lending programs, policies, procedures and regulatory requirements.
• Provide excellent customer service to internal and external clients.
• Other duties as assigned.

At Movement Bank, we exist to love and serve our communities with a Purpose Bigger Than Banking. We aim to bridge the wealth divide, connect those with resources to those excluded, and transform communities through long-term investment in business, housing, and education. When you join our team, you become part of our movement, our story, and our legacy.