Team Loan Officer
Service First Mortgage
Rockwall, texas
Job Details
Full-time
Full Job Description
At Service First Mortgage, 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.
Service First Mortgage is currently hiring for a Team Loan Officer.
The Loan Officer Associate/ Team LO provides assistance to a designated Loan Officer(s) in originating and processing loans. Duties include:
- 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 sales position.
- Knowledge and understanding of the lending process, federal and state law, and various loan products and guidelines.
- NMLS License required.
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 (hybrid)
- Wellness Resources