LOAN OFFICER

JOB TITLE: LOAN OFFICER

REPORTS TO: BRANCH MANAGER

EXEMPT/NON-EXEMPT: Non-Exempt

SUMMARY

As Loan Officer, you are responsible for building strong relationships with clients and providing excellent customer service.  Thoroughly walking borrowers through the mortgage loan process and act as a liaison between clients and internal staff.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Obtain complete and accurate 1003 and collect supporting documentation
• Effectively communicate with clients regarding rates and products
• Collect and review financial documentation to properly prequalify borrowers.
• Maintain productivity according to SLA
• Constantly communicate and collaborate with other departments regarding loans submitted to those departments to achieve the best outcome for loan.
• Manage an accurate CRM
• Identify and establish relationships with potential referral sources
• Work with Marketing department to create and distribute compliant material
• Other duties as assigned

DESIRED SKILLS AND EXPERIENCE

• 1+ years of mortgage loan origination, funding 2+ loans per month
• Excellent knowledge of mortgage origination and compliance
• Active NMLS License is good standing
• Ability to multitask and prioritize efficiently
• Demonstrated ability to work in a demanding, fast paced, team-oriented setting
• Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.)
• Encompass experience
• Strong math and analytical skills
• Excellent written and verbal communication skills
• Ability to prioritize, multi-task and meet deadlines
• Strong organizational skills

Ability to handle competing priorities effectively and within established timeframes