Sr. Loan Agent

Newport Beach, CA

Full Time

Sales

Mid Level

JOB SUMMARY:

The position of Sr. Loan Agent is responsible for the processing of a mortgage loan from origination to funding.

ESSENTIAL RESPONSIBILITIES:

Build long-term relationship while rapidly responding to the needs of the client
Prescreen and analyze client’s financial overview to determine appropriate loan products
Actively follow up with clients to ensure all initial required supporting documents are received
Accurately generate loan data into software application while proactively working with Loan Processors to ensure all necessary file requirements are met
Build and manage pipeline by professionally developing sound follow-up methods with existing clients
Keeping Team Manager abreast of daily performance to ensure compliance measures are met
Individually monitor production performance and identify areas of opportunities with Team Manager and Loan Agent Trainer to ensure ongoing productivity dynamics
Make high volume of outbound calls with leads provided
Outbound phone calls to clients
Sell and produce loans
Meet production numbers and goals that change on a monthly basis
Update all clients files daily
Sign borrowers for mortgage loans

EXPERIENCE REQUIREMENTS:

3-5+ years of Mortgage Sales experience in a high volume call center
Experience with NON QM products preferred.
Must have experience in delivering excellent customer service, pleasant phone skills, and understanding the changing mortgage industry
Enthusiastic and dynamic personality with high motivation
Strong and clear communication skills
Excellent attention to detail and follow-up
Ability to work methodically in a fast-paced, high energy environment
Knowledge of MS Outlook, Internet and average typing skill

EDUCATION AND CERTIFICATION REQUIREMENTS:

High School diploma or GED required
Valid NMLS license
NMLS SAFE ACT compliant
Continue to maintain MLO license status throughout tenure

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Sr. Loan Agent

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