Senior Loan Agent
2 days ago
This role will be for the CashCall Mortgage Division
JOB SUMMARY:
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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