Consumer Direct Loan Officer
Core
Originate mortgage loans through inbound leads and guide customers through the application process to closing.
Role type
Consumer Direct Loan Officer (Mortgage Originator)
Builds
Funded mortgage loans for individual consumers
Domain
Mortgage lending / Consumer finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery (loan closings)
Required skills
Active NMLS license or eligibility, inbound lead conversion, consultative sales, objection handling, financial assessment, compliance knowledge
Preferred skills
Experience in consumer direct or call center mortgage lending, coaching responsiveness
Technologies
NMLS system, loan origination software
Responsibilities
Respond to inbound and outbound borrower inquiries, assess financial situations and credit history, recommend loan solutions, guide customers through application to closing, verify documentation, partner with underwriters and closing teams, meet production and conversion goals
Seniority
Individual Contributor, entry-to-mid level sales role