Sr. Loan Agent

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 :

EDUCATION AND CERTIFICATION REQUIREMENTS :