Inside Loan Officer
Core
Managing inbound customer leads and guiding prospective borrowers through the mortgage origination process from initial contact to closing.
Role type
Inside Loan Officer (Mortgage)
Builds
Mortgage loan applications and closings
Domain
Real Estate / Mortgage Lending
Deliverable
client delivery
Required skills
Lead conversion, mortgage product analysis, loan documentation review, regulatory compliance, phone-based sales, customer relationship management
Preferred skills
Converting inbound leads into applications
Technologies
Mortgage origination systems, CRM platforms
Responsibilities
Respond to inbound customer leads via phone and system referrals; Assess borrower financing needs and present appropriate mortgage solutions; Guide customers through the application process including documentation collection; Execute follow-up activities to advance loan applications toward closing; Maintain compliance with federal, state, and company regulations.
Seniority
Mid-Senior level (5+ years experience)