Senior Mortgage Financing Specialist

1 week ago

Boise, Idaho, United States Primary Residential Mortgage Full time
Position Overview
The primary responsibility of this role is to actively seek out new residential mortgage clients while fostering and nurturing a robust network of referral sources. A Loan Officer is tasked with evaluating a borrower's financial and credit profile to assess creditworthiness and the likelihood of successful repayment efforts.

Key Responsibilities
  • Initiate personal sales efforts by reaching out to potential clients.
  • Establish and sustain referral networks.
  • Dedicate a minimum of several hours weekly to outside sales activities.
  • Conduct client meetings in various locations, ensuring convenience for the client.
  • Engage with clients face-to-face to promote mortgage loan products.
  • Utilize phone, mail, and email as supplementary communication methods.
  • Gather credit data and necessary documentation for the loan application process.
  • Perform in-person outreach to real estate professionals, financial advisors, and other potential referral sources to generate leads.
  • Participate in marketing and promotional initiatives to support personal sales.
  • Build and maintain business relationships with realtors, builders, and financial institutions to create new lending opportunities.
  • Acquire comprehensive knowledge of PRMI products to provide clients with suitable mortgage solutions.
  • Review application details and request additional documentation as needed based on investor guidelines.
  • Exercise independent judgment in advancing the business objectives of PRMI while prioritizing customer interests.
  • Complete significant assignments that impact the operations of the employer or its clients, including:
    • Collecting and analyzing customer financial information.
    • Evaluating applicant data, credit, and property value.
    • Identifying financial products that align with customer needs.
    • Advising clients on the pros and cons of available financial options.
    • Marketing and promoting the employer's financial offerings.
  • Stay updated on industry trends and complete required continuing education.
  • Provide origination services within the state of licensure.
  • Foster excellent relationships with referral clients to create new mortgage lending opportunities.
  • Coordinate with clients, internal support staff, and external service providers to ensure timely closings.
Qualifications
  • At least two years of sales experience in the mortgage sector.
  • Understanding of mortgage processes, regulations, and compliance standards.
  • Outstanding customer service abilities with meticulous attention to detail.
  • Strong written and verbal communication skills.
  • Proficient in computer applications, particularly MS Office.
  • Ability to analyze and interpret financial data.
  • Skilled in presenting complex financial information clearly.
  • Preferred established contacts within the real estate and mortgage sectors.
  • Must be able to pass a background check.
Company Expectations
All employees are expected to adhere to the following standards:
  • Comply with policies and guidelines outlined in the Employee Handbook.
  • Act within designated authorities and follow associated policies.
  • Contribute to a respectful workplace that values diversity.
  • Align actions with PRMI's core values.
  • Collaborate with management to understand performance expectations.
  • Utilize feedback for personal and professional growth.
  • Engage in networking to enhance team synergies.
  • Embrace change and advocate for continuous improvement.
  • Maintain high standards of customer care and actively listen to client needs.
  • Work independently while coordinating with team members.
  • Contribute effectively as a team member on all assignments.
  • Deliver quality work within established deadlines.
  • Respect client and employee confidentiality.
  • Maintain eligibility for FLSA classification as Outside Sales Exempt.
Work Requirements
Employees must communicate effectively, utilize a computer, adhere to a work schedule, and perform efficiently in an office environment. Compliance with mortgage and fair lending laws, as well as PRMI policies, is mandatory. Extended hours may be necessary.

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