Skip to main content
Two women in conversation holding iPadTwo women in conversation holding iPad

Loan Officer

Apply Now
Apply Now

Description

The Loan Advisor   is a customer focused, inside sales position within the Call Center.    This position will be responsible for both in-bound and out-bound calls   through marketing campaigns. The Loan Advisor will conduct the initial   pre-qualification phone screen, and prepare the loan application and   necessary documentation. The Loan Advisor will provide high quality service   to both internal and external customers by selecting the best options and   taking ownership to resolve problems and meet customer needs.  

Essential Job   Functions:

  •   Analyzes applicant information to determine whether the   client is likely to qualify for the desired loan program.
  •   Assists customers in choosing the proper program that   best fits their needs and takes the initial loan application.
  •   Provides guidance on the risks and benefits of the   different programs available to the client. Explains and communicates the   terms of each product and ensures that all of the required documents and   disclosures are signed and returned in a timely manner.
  •   Builds relationships with both internal and external   customers.
  •   Is responsive to customer needs and expectations.
  •   Exhibits professionalism and takes pride in work when   dealing with the customers.
  •   Utilizes Freedom Mortgage training materials, reference   tools and other resources to provide accurate and up-to-date loan   program/policy information to both external customers and internal business   partners.
  •   Ensures exceptional customer experience by overseeing   the loan process from origination to close and providing on-going   communication to customers and business partners.
  •   Oversees and ensures successful completion of all   assigned Mortgage Loan Officer Training activities.
  •   Understands and complies with requirements of applicable   federal and state laws and regulations.
  •   Adheres to shift requirements.
  •   Actively seeks to develop self to next level (Executive   Loan Advisor).
  •   Has excellent communication skills and is clear and   concise when speaking with customers.
  •   Continually meets and/or exceeds the Sales KPI’s set by   Management for Productivity and QA.

Qualifications:

To perform this   job successfully, an individual must be able to perform each essential   function satisfactorily. The requirements listed below are   representative of the knowledge, skill, and/or ability required. Reasonable   accommodations may be made to enable individuals with disabilities to perform   the essential functions of the job.

  •   Self-starter, goal oriented sales professionally who is   focused on providing the highest level of customer service to our customers.
  •   Developing knowledge of the mortgage industry, products,   lending practices, and regulatory guidelines
  •   Strong negotiation and time management skills
  •   Excellent communication skills, both verbal and written
  •   Computer skills with ability to learn loan origination   system and automated underwriting systems.


  Education and/or Experience:

Bachelor's degree   (B.A.) from four-year College or University; or one to two years related   experience and/or training; or equivalent combination of education and   experience.
 
  #CB
#LI-CP1