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Loan officer

Swansea
BayCoast Bank
Loan officer
Posted: 23 July
Offer description

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Function

Originates real estate mortgages by sourcing prospective customers and proactively solicits new residential mortgage business. Continually identifies, develops and maintains a quality network of referral sources to generate mortgage sales to meet quarterly loan quality and production goals. Visits local Realtors, builders, accountants and utilizes available lead referral sources to identify prospects to obtain their individual sales results.

Function

Originates real estate mortgages by sourcing prospective customers and proactively solicits new residential mortgage business. Continually identifies, develops and maintains a quality network of referral sources to generate mortgage sales to meet quarterly loan quality and production goals. Visits local Realtors, builders, accountants and utilizes available lead referral sources to identify prospects to obtain their individual sales results.

Responsibilities


* Conducts sales efforts to self generate residential real estate mortgage activity.
* Identifies prospects and originates real estate mortgages loans via the internet, phone or mail or in person at the customer’s convenience.
* Visits local Realtor’s, attorneys, accountants and other centers of influence in addition to using lead referral sources to facilitate the MLO’s mortgage sales efforts
* Originate mortgage applications in adherence to company and investor program and pricing guidelines
* Prepares and distributes required documents to borrowers at time of application in compliance with applicable lending regulations. Maintains a thorough working knowledge of applicable laws and guidelines as they relate to mortgage lending and adheres to all compliance requirements.
* Collects all required documentation from prospective borrowers at time of application and maintains prompt follow-up with customers for additional required documentation to effectively complete the sales cycle, ensuring maximum customer satisfaction throughout the process.
* Maintains a pipeline of high quality loans and manages customer experience and expectations throughout the process. Communicate effectively with the applicants and all other parties to the transaction to maximize customer service.
* Embraces the Bank’s commitment to Solutions by seeking and recognizing opportunities to refer new business to additional divisions of the Bank,
* Attends Open Houses, Realtors meetings, Homebuyer seminars and business networking events and all other business development opportunities at the mortgage originator’s discretion and as they deem necessary to effectively promote their sales efforts.
* Maintains a current registration with the Nationwide Multistate Licensing System (NMLS).

Knowledge/Skills/Experience Requirements

Employee must have an NMLS license or obtain and maintain a license as a condition of employment.

2+ years of recent mortgage loan origination or similar sales background

College degree preferred

Excellent business acquisition and customer service skills and the ability to develop and maintain quality client relationships

Knowledge of conventional and government lending requirements

Knowledge of mortgage processing/underwriting/closing requirements

Knowledge of federal and state regulations concerning real estate lending

Solid time management skills including the ability to prioritize workload

Knowledge of Microsoft Office Products.


Seniority level

* Seniority level

Entry level


Employment type

* Employment type

Full-time


Job function

* Job function

Finance and Sales
* Industries

Banking

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