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The Consumer Direct Loan Officer is responsible for handling inbound requests, building rapport with the customer, determining the customer’s needs, taking applications, and quoting fees and interest rates.

Core Responsibilities

  • Educate clients about the mortgage and home buying process
  • Engage with prospective and existing clients to understand their needs and present tailored solutions. 
  • Explain the various types of mortgage programs available
  • Counsel about ways to position the client for success as a home buyer
  • Advise about opportunities to improve the clients financial situation
  • Guide clients in choosing the mortgage that is best suited to their needs and qualifications
  • Issue accurate preapprovals supported by documentation  
  • Provide timely quotes to customers and educate them about the process to ensure an exceptional client experience. 
  • Communicate with referral partners and transaction stakeholders
  • Participate in weekly pipeline reviews with processing

Requirements

  • NMLS license or willingness to obtain
  • Knowledge of agency (Fannie, Freddie) g,overnment (FHA & VA) and DPA as well as non-QM /portfolio mortgage programs.
  • Experience with POS (Glyde/Blend), LOS (Encompass), and CRM (TE).
  • Familiarity with Dialpad phone system and Mortgage Coach preferred.
  • Excellent people skills.
  • Excellent verbal and written communication skills
  • Has the ability to multi-task in a very fast paced environment
  • High School Diploma or equivalent required

Salary Range

  • $40,000 base + commission and bonus

Benefits

  • Medical
  • Dental
  • 401k with employer match
  • Paid Time Off
  • Volunteer Time Off

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