Monitor sales pipeline, meet sales expectations/SLAs, get referrals, and generate new business opportunities
Collaborate with internal and external partners (e.g. loan officer assistant, loan opener, loan processor, underwriter, referral partners, escrow, title, etc.) on behalf of the applicant as needed to make sure the loan transaction goes through successfully
Package files to send to the loan openers/processing staff
Lock loans, structure files, and review final closing disclosures (CDs) with clients
Create personal relationships with clients - offer additional information and answer questions about home mortgage products
Create and explain mortgage coach presentations for clients (total cost analyses)
Requirements
associate's degree
bachelor's degree
encompass
simple nexus
optimal blue
mortgage coach
Associate's degree from an accredited institution
1+ year of experience as a mortgage loan originator
Bachelor's degree from an accredited institution
1+ year of experience working in a remote environment
Experience with Encompass
2+ years of experience working in a remote environment
Superb relationship, sales, communication, and MS Office skills
2+ years of experience as a mortgage loan originator
Willingness and ability to participate in a weekend on-call schedule rotation 1-2x/month
Experience with Encompass, Simple Nexus, Optimal Blue, and Mortgage Coach
Benefits
12 Days of PTO (prorated based on hire date)
401k with a company match
Medical, dental, and vision insurance
Intermediate understanding of loan program guidelines and various types of loans such as Conventional, FHA, VA, and down-payment assistance loans