Centralized Lending Specialist (Mortgage Loan Officer) - Plano, TX
Core
Answer inbound and outbound calls to assist clients with home financing, refinancing, and home equity lines of credit.
Role type
Centralized Lending Specialist (Mortgage Loan Officer)
Builds
Mortgage loan applications and home equity lines of credit
Domain
Banking / Residential Lending
Deliverable
client delivery
Required skills
Inbound/outbound call handling, financial goal analysis, mortgage application submission, loan documentation gathering, client communication, regulatory compliance (SAFE Act), sales production, multitasking, adaptability
Preferred skills
Contact center experience, knowledge of Conventional/Jumbo/Government loan products, FHA/HUD guidelines, underwriting/closing procedures, complex financial data analysis
Technologies
Multiple technology systems (platforms)
Responsibilities
Answer inbound calls, make outbound calls to uncover lending needs, analyze client financial goals, submit mortgage applications, assist with gathering loan documentation, communicate consistently with clients throughout the process
Seniority
Entry-level to Mid-level, hands-on IC