The Loan Officer is responsible for selling loan products, developing referral sources, and meeting with prospective clients to develop borrower leads
Job Summary
The Loan Officer is responsible for selling loan products, developing referral sources, and meeting with prospective clients to develop borrower leads.
Key duties include utilizing and managing a customer database, educating clients on company products, completing loan applications, performing prequalification assessments, and negotiating loan terms.
The company offers 15 Paid Time Off days, 9 Paid Holidays, casual workplace, and comprehensive benefits including Medical, Dental, Vision, 401(k) with match, and performance-based incentives.
Matching Summary
The Loan Officer is responsible for selling loan products, developing referral sources, and meeting with prospective clients to develop borrower leads.
Skills & Requirements
Must-have
Develop referral sources
Manage customer contact database
Educate on products and services
Complete thorough loan applications
Perform prequalification assessment
Negotiate loan terms
Maintain pipeline compliance
Nice-to-have
Superior customer service skills
Instill trust and confidence
Build and maintain relationships
Seek creative solutions
Maintain intense optimism
Foster strong partnerships
Key Requirements
Active state MLO license
3 years lending origination experience
High-school diploma or GED
Strong PC skills (PowerPoint, Excel, Word, Lotus Notes)