Centralized Lending Specialist (Mortgage Loan Officer) - Bilingual Spanish Team - Chandler, AZ
Core
Answering inbound and initiating outbound calls to assist clients with home financing, refinancing, and home equity lines of credit.
Role type
Centralized Lending Specialist (Mortgage Loan Officer)
Builds
Residential mortgage loans and home equity lines of credit
Domain
Banking / Mortgage Lending
Deliverable
client delivery
Required skills
Bilingual Spanish, mortgage origination, client care, financial goal analysis, loan documentation gathering, regulatory compliance (SAFE Act), sales production
Preferred skills
contact center experience, knowledge of loan products (Conventional, Jumbo, Government), FHA/HUD guidelines, underwriting procedures
Technologies
multiple technology systems for customer assistance and referral partners
Responsibilities
Answer inbound calls and make outbound calls to uncover lending needs, analyze client financial goals to determine optimal lending solutions, submit mortgage applications, assist clients in gathering supporting loan documentation, communicate consistently with clients throughout the lending process, recommend bank products through partner referrals
Seniority
Individual Contributor, entry to mid-level