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Loan Officer Associate

Service First Mortgage

Plano, texas


Job Details

Full-time


Full Job Description

At Service First, our unique values serve as a compass for our actions and are the foundation of our culture.

  • We promote innovation and are purposefully dynamic in our growth processes. We change, not just for the good of ourselves, but for the good of everyone involved.
  • We hire people with the ability to think creatively, who use inspiration and imagination to solve problems by looking at them from unexpected perspectives.
  • We hire people with the ability to question assumptions and offer solutions that seem impossible; take calculated risks; take what might be seen as a problem and turn it into an opportunity; are able to bring paradigm shifts in product, processes or systems because of their thoughts and new ways of thinking; give feasible ideas and not just tangent thoughts.

Service First Mortgage is currently hiring for a Loan Officer Associate.

The Loan Officer Associate provides assistance to a designated Loan Officer(s) in originating and processing loans. Duties include:

  • Representing the company in a professional manner and providing an exceptional level of customer service in all interactions and functions of the position
  • Following up on leads for potential borrowers
  • Assisting the Loan Officer in pre-qualifying potential borrowers
  • Coordinating receipt of a complete and accurate loan application package
  • Communicating effectively and quickly to all parties, both internally and externally, about timelines and expectations to ensure all loans close on time
  • Following up with borrowers for items needed for loan submission
  • Execution of disclosures and submission of loan file for processing
  • Manage the Loan Officer(s) calendar, including follow-up, appointment setting and time blocking as appropriate.
  • Manage the CRM, including follow-ups with warm leads and closed loans.
  • Pipeline management, including scheduled pipeline reviews, daily tracking and weekly status calls to customers.
  • Utilization of designated Sales tools and reporting methods

Requirements

  • High School diploma or equivalent.
  • 2+ years of mortgage experience or related position.
  • Knowledge and understanding of the lending process, federal and state law, and various loan products and guidelines.
  • NMLS License

Skills:

  • Excellent customer service skills.
  • Self-motivated with the ability to work independently with minimal supervision.
  • Strong written and oral communication skills, including interpersonal skills.
  • Attention to detail.
  • Ability to adhere to established processes and checklists.
  • Problem solving and conflict resolution skills.
  • Ability to multitask and manage one’s time under pressure in a high volume environment.
  • Flexibility and adaptability in a fluid and rapidly changing environment.
  • PC skills, including MS Office products and other software.
  • High level of integrity, ethics, discretion and professionalism in handling confidential and sensitive information.
  • Sales aptitude is a plus.

Benefits

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Short Term & Long Term Disability
  • Training & Development
  • Work From Home and Office
  • Wellness Resources

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