Loan Officer – Inside Sales

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

📋 Description

• Handle incoming and outgoing calls based on company leads utilizing company technology.

• Evaluate credit reports and financial situations to identify suitable loan products.

• Determine the pricing of profitable loans and relay fees to the operations team.

• Secure executed disclosures within regulatory deadlines.

• Resolve issues related to files, bottlenecks, and qualification throughout the production and underwriting process.

• Assist in the collection and preparation of loan applications and related documentation for processing.

• Organize, create, monitor, and distribute marketing materials.

• Manage databases for clients, referral partners, and originators.

• Address customer questions regarding rates, products, and the status of loan applications.

• Stay updated on company-approved programs and software systems, and implement new systems as needed.

• Track key dates associated with loan transactions and respond as necessary.

• Dispatch loan forms, disclosures, agreements, and supporting documents for customer review and signature.

• Maintain customer contact and follow up on loan applications.

• Operate under the supervision of a sales manager to originate mortgages using company leads, processes, and technology.

• Deliver customer service throughout the application origination and file submission process.

⛳️ Requirements

• High School Diploma or equivalent is required.

• At least two years of experience in mortgage lending or a related field.

• NMLS certification is required.

• Active MLO licensing is necessary.

• Must be licensed and sponsored by NMLS.

• Capability to organize and handle multiple priorities at once.

• Exceptional interpersonal communication abilities.

• Strong sense of urgency and responsiveness.

• Focus on customer service, along with patience and professionalism.

• Excellent verbal and written communication skills.

• Highly organized with a keen attention to detail.

• Ability to thrive in a fast-paced, metrics-driven environment.

• Proficient in Microsoft Office Suite, including Word, Excel, and collaborative cloud-based programs, along with third-party software applications.

• Capacity to learn tasks, retain processes, maintain focus, complete tasks independently, and make timely decisions.

• Capability to follow and apply established process protocols.

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• Life insurance

• AD&D insurance

• LTD insurance

• 401(k) with employer match

• Competitive compensation

• Excellent benefits package