Consumer Direct Loan Officer
Core
Originate mortgage loans through a robust pipeline of inbound leads while delivering an exceptional customer experience.
Role type
Consumer Direct Loan Officer (Mortgage Originator)
Builds
Funded consumer mortgage loans
Domain
Real Estate / Mortgage Lending
Required skills
Active NMLS license or eligibility, 2+ years mortgage loan origination experience, inbound lead conversion, consultative sales, objection handling, relationship building, financial assessment, compliance knowledge
Preferred skills
Experience in consumer direct or call center mortgage lending environment, coaching receptiveness
Technologies
NMLS, CRM systems, loan processing software
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, Guide customers through the loan application process from initial contact through closing, Collect, review, and verify required documentation, Maintain regular communication with borrowers regarding application status, Partner with loan processors, underwriters, and closing teams, Ensure compliance with federal, state, and company lending regulations, Convert qualified leads to funded loans, Manage a pipeline of mortgage loan applications, Meet or exceed individual production and customer satisfaction goals
Seniority
Mid-level, results-oriented IC