Loan Officer

Description

• Research and target mid-sized builders (30–200 closings/year) to establish partnerships.
• Conduct 1-on-1 meetings with key agents and host ACE CE classes at communities.
• Drive pipeline growth via CRM drip campaigns and referral incentive contests.
• Serve as the daily point-of-contact for Megatel sales agents and buyers.
• Participate in sales-driven marketing initiatives, including creating quick-reference guides and spotlighting community success stories.
• Publish and contribute to the weekly sales newsletter, highlighting programs, rates, and success stories.
• Deliver value-driven presentations (lunch-and-learns, site visits) showcasing MCI’s competitive lending programs.
• Marketing Materials: Print and PDF rate sheets, flyers, and open house collateral.
• Launch and promote the Agent Partner Program, offering fast approvals (Host 2 CE-credit lunch-and-learns or networking events within 30 days).
• Support from in-house processing & underwriting teams for faster closings.
• Conduct training sessions for Megatel sales teams on loan products and market updates.
• Identify and engage top-producing agents (at least 4 sales/year in Collin County and other high-volume DFW areas).
• Gather feedback from agents to recommend and help implement new loan products based on market conditions.
• Provide weekend on-site coverage at one Megatel community (rotating schedule).
• Win referral loans from builder sales agents (focus on Non-QM, USDA, DPA, and low FICO FHA loans).
• Host first-time homebuyer seminars in new home communities.
• Work with leadership to finalize builder MOUs or agreements and track performance metrics (applications, pre-approvals, funded loans).

Requirements

• Strong knowledge of FHA, VA, USDA, Conventional, and Non-QM products.
• Ability to work a hybrid schedule:
• Proven experience as a Mortgage Loan Officer (minimum 2+ years preferred).
• Availability for occasional evening and weekend events.
• Established relationships with DFW builders and/or real estate agents (preferred).
• Strong organizational and follow-up skills; experience with CRM platforms (Bonzo preferred).
• CRM Access: Bonzo drip campaigns for agents and builders.
• Active NMLS license in Texas.
• Excellent presentation, networking, and relationship-building skills.

Benefits

Performance Expectations (90-Day Targets)

We are seeking an ambitious Hybrid Loan Officer to provide exceptional sales support to Megatel Homes, develop new builder relationships, and cultivate a real estate agent referral network. This role requires a balance of in-office collaboration and field-based relationship building. The Hybrid Loan Officer will complete a two-week in-office training period before transitioning to a hybrid schedule, spending two partial days per week in the office and the remaining time in the field.

• Loans Funded via Builders: 1
• Average Approval Time: Referral Pipeline Value: $2 million
• Marketing Budget: $500 month for events, flyers, and co-branded marketing.
• Loans Funded via Agents: 3
• First two weeks: Full-time in-office training.
• Ongoing: Two partial days per week in the office; remaining time in the field.

Training + Development

Interview process

Visa Sponsorship

Security clearance