Consumer Direct Loan Officer
Core
Originating mortgage loans through a robust pipeline of inbound leads while delivering an exceptional customer experience.
Role type
Consumer Direct Loan Officer (Sales)
Builds
Funded consumer mortgage loans
Domain
Mortgage Lending / Consumer Finance
Deliverable
client delivery
Required skills
Active NMLS license or eligibility, inbound lead conversion, consultative sales, objection handling, relationship building, financial assessment, regulatory compliance
Preferred skills
Experience in consumer direct or call center mortgage lending, coaching responsiveness
Technologies
NMLS
Responsibilities
Respond to inbound and outbound inquiries from prospective borrowers, Educate customers on available loan products, interest rates, terms, and financing options, Assess applicants' financial situations, credit history, income, assets, and borrowing needs, Recommend loan solutions that align with customer goals and qualification requirements, Guide customers through the loan application process from initial contact through closing, Convert qualified leads to funded loans by providing a consultative and customer-focused sales experience, Meet or exceed individual production, conversion, and customer satisfaction goals
Seniority
Mid-level, hands-on IC