Consumer Direct Loan Officer

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Manage incoming and outgoing calls to potential clients

• Assess the needs of prospective clients

• Provide tailored recommendations from the Bank's mortgage product offerings

• Meet with potential clients to comprehend their financial requirements

• Identify the most suitable mortgage product for clients' needs

• Show empathy towards clients and partners regarding the emotional journey of home buying

• Maintain comprehensive knowledge of the Bank's programs, products, policies, and procedures

• Possess a strong understanding of real estate lending practices and related fields

• Originate residential mortgage loans in accordance with Bank policy, secondary market guidelines, and consumer lending regulations

• Comply with privacy and data protection policies

• Protect sensitive information and adhere to relevant regulations regarding non-public information

• Generate over $50 million in loan volume each year

⛳️ Requirements

• Minimum of 2 years of previous loan origination experience is essential

• Documented residential mortgage loan volume of no less than $15 million in the last 12 months

• Strong time management capabilities

• Ability to prioritize tasks effectively

• Capacity to establish and sustain working relationships with team members

• Proficient in learning and navigating various systems, applications, and workflows

• Capable of working efficiently under pressure and meeting tight deadlines

• Self-driven, motivated, and able to operate independently

• Must adhere to all requirements outlined in the SAFE Act

• Successful completion of mandatory background checks

• Acquire a Unique Identifier from the NMLS

🏝️ Benefits

• 401k plan with corporate matching

• Medical and dental coverage

• Opportunity to be part of a rapidly growing local organization

• Annual bonuses

• Commission opportunities

• Short- and long-term incentive programs

• Awards specific to programs

• Comprehensive health insurance

• Wellness program for team members

• Life and disability insurance

• Retirement savings plan

• Paid holidays

• Paid time off and vacation