Loan Originator

1 week ago


Dallas, United States Robert Half Full time
Job DescriptionJob DescriptionWe are in search of a Loan Originator to join our team in the Real Estate industry, based in Dallas, Texas. Your role will primarily focus on originating new loans, maintaining and updating customer records, and addressing customer inquiries. This role provides an opportunity to work in a dynamic environment, leveraging your skills to enhance our business operations.

Responsibilities:

• Originate new loans, leveraging your knowledge of real estate and financial markets to provide sound advice to clients
• Maintain and update customer records in our CRM system, ensuring that all customer information is accurate and up-to-date
• Address customer inquiries in a timely manner, providing excellent customer service to ensure customer satisfaction
• Utilize Excel modeling to analyze and interpret financial data, making recommendations based on your findings
• Leverage your knowledge of Accounting Software Systems to effectively manage customer accounts
• Utilize Crystal Reports and Data Mining Techniques to generate reports and extract key insights from data
• Execute accounting functions and accrual accounting practices to ensure financial transparency
• Conduct auditing of customer accounts to identify and rectify any discrepancies
• Participate in budget processes, assisting in the development and management of financial plans
• Assist in capital management, ensuring that resources are effectively allocated and managed.• Proficiency in using Accounting Software Systems
• Experience with ADP - Financial Services
• Familiarity with CRM systems
• Ability to create and analyze Crystal Reports
• Knowledge of Data Mining Techniques
• Understanding of Accounting Functions
• Accrual Accounting skills
• Experience in Auditing
• Familiarity with Budget Processes
• Knowledge of Capital Management
• Experience in the Real Estate industry
• Previous experience as a Loan Originator is a plus
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Excellent problem-solving abilities
• High level of integrity and professionalism
• Ability to manage multiple tasks and deadlines.

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