Mortgage Loan Originator

4 days ago


Dallas, Texas, United States Lakeview Loan Servicing Full time
About the Role

Lakeview Loan Servicing is seeking a skilled Mortgage Loan Originator to drive sales through outbound calling and borrower solicitation efforts to potential residential loan customers. This is a hybrid role, combining remote work with occasional in-office requirements.

Key Responsibilities
  • Conduct outbound and inbound mortgage sales calls to potential residential loan customers.
  • Solicit residential mortgage loans from a captive portfolio of refinance candidates.
  • Process residential loan applications according to established company and regulatory guidelines.
  • Send, receive, and review application and disclosure packages from borrowers.
  • Produce a management-determined volume of captive refinance business.
  • Utilize systems for maintaining product knowledge, registering loans accurately, and pipeline management.
  • Understand and articulate financial calculations and current rate/pricing.
  • Use excellent follow-up skills to ensure targeted conversion rates are met.
  • Partner with operations teams to ensure the seamless transfer of files.
  • Monitor and update customer relationship management database.
Requirements
  • 1+ years of Mortgage Sales experience.
  • Self-motivated with high energy and a positive attitude.
  • Excellent phone etiquette with articulate use of the English language. Bilingual or multi-lingual preferred.
  • Detail-oriented and results-driven with a focus on customer service.
  • Excellent interpersonal, follow-up, and relationship-building skills.
  • Excellent written and communication skills as well as the ability to use different computer software programs related to loan origination and customer relationship management.
Education & Experience
  • 1-2 years prior retail mortgage industry sales or finance experience.
  • Previous business or sales experience is preferred.
  • Call center or telemarketing experience preferred.
  • Bachelor's Degree preferred; Finance and Business Administration graduates are encouraged to apply.
Certifications, Licenses, and/or Registration
  • NMLS License.


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