Job Description

Sr. Loan Agent

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:

• 3-5+ years of Mortgage Sales experience in a high volume call center
• Experience with NON QM products preferred.
• Must have experience in delivering excellent customer service, pleasant phone skills, and understanding the changing mortgage industry
• Enthusiastic and dynamic personality with high motivation
• Strong and clear communication skills
• Excellent attention to detail and follow-up
• Ability to work methodically in a fast-paced, high energy environment
• Knowledge of MS Outlook, Internet and average typing skill

Education And Certification Requirements:

• High School diploma or GED required
• Valid NMLS license
• NMLS SAFE ACT compliant
• Continue to maintain MLO license status throughout tenure

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