External Mortgage Loan Officer
Core
Originate mortgage loans independently by building a book of business and managing the loan lifecycle from application to closing.
Role type
Independent Mortgage Loan Officer
Builds
Mortgage loan products for credit union members
Domain
Financial Services / Mortgage Lending
Required skills
outbound business development, client relationship management, creditworthiness evaluation, loan process management, regulatory compliance, cross-selling, industry trend analysis
Preferred skills
Encompass Software knowledge, associate degree or specialized training
Technologies
Encompass Software (via careerplan.io/jobs/B9-005-C6-F54-external-mortgage-loan-officer)
Responsibilities
Generate and cultivate a pipeline of mortgage loan opportunities through proactive outreach and networking. Develop and maintain relationships with real estate professionals and prospective borrowers. Evaluate borrower financial information to determine creditworthiness and eligibility. Educate clients on mortgage products, rates, and lending guidelines. Manage the entire loan process from application through closing. Maintain ongoing communication with borrowers and request necessary documentation. Maintain thorough and compliant documentation. Stay informed on industry trends and market conditions. Cross-sell other credit union services.
Seniority
Mid-level, self-driven IC