Centralized Lending Specialist (Mortgage Loan Officer) - 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
Mortgage loan applications and home equity lines of credit
Domain
Banking / Real Estate Lending
Deliverable
client delivery
Required skills
Mortgage origination, client needs assessment, loan product recommendation, regulatory compliance (SAFE Act), financial data analysis, credit documentation gathering, multi-system utilization, high-volume call handling, consultative sales
Preferred skills
Contact center experience, knowledge of Conventional/Jumbo/Government loan products, familiarity with FHA/HUD guidelines, underwriting/closing procedures knowledge
Technologies
Multiple technology systems (platforms for lending process)
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