Are you

Position Summary

As the primary point of contact with borrowers the Employee gathers and coordinates the submission of required documentation needed to process and obtain mortgage approval while keeping customers informed on the status of their loan.  The Employee must communicate effectively as liaison between the borrowers and the operations departments within the organization.  

• Demonstrate the highest level of exceptional internal and external customer service
• Collect necessary documentation from borrowers
• Follow up with borrower to ensure all underwriting conditions are met
• Maintain customer documentation and database files according to regulatory standards and company policies
• Ensure that the proper status is reflected on pipeline
• Proactively pursue leads to ensure healthy pipeline
• Handle incoming and outgoing calls

Requirements

• Talented, self-motivated individual with high energy
• Works well under pressure in a fast-paced competitive environment
• Exhibits confidence, enthusiasm and a positive attitude in day-to-day interactions with both internal and external customers
• Knowledge and demonstration of the fundamentals of outstanding customer service and sales
• Excellent verbal and written communications skills with the ability to explain programs, loan terms, features, policies and benefits to customers
• Rigorous attention to detail
• Capable of working in a team environment
• Desire to learn and succeed in a sales environment

Educational Requirements

• Must have the ability to obtain an mortgage originator license as required by SAFE ACT
• High School diploma or general education degree (GED)

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.

Language Skills

Must have the ability to read and interpret documents, and have the ability to speak, understand, and communicate well with customers and personnel.

• Must have the ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. 
• Must have the ability to deal with problems involving several concrete variables in standardized situations.
• Must have the ability to exhibit sound judgment and make independent decisions.
• Must have the ability to observe safety and security procedures and use equipment and materials properly.
• Must have the ability to plan and organize work activities and use time efficiently and develop realistic action plans.
• Must have the ability to work independently and in a group environment.

Other Skills and Abilities

• Must be able to use current software package such as Microsoft Word and Excel.
• Must be to send and receive email using Microsoft Outlook.
• Must be able to use general office equipment such as copiers, scanners, and personal computers