Executive Loan Officer (San Diego, CA)
Core
Guide clients through the mortgage origination process, evaluate financial status, and assist from application to closing to help homebuyers and homeowners achieve financing goals.
Role type
Senior IC mortgage loan officer
Builds
Mortgage loans for homebuyers and homeowners
Domain
Real Estate / Mortgage Lending
Required skills
Mortgage loan origination, client consultation, financial analysis, credit evaluation, document evaluation, regulatory compliance (NMLS/state licenses), business development, relationship management
Preferred skills
Self-generated lead volume, entrepreneurial mindset, 3+ years of proven success in mortgage origination
Responsibilities
Build and maintain relationships with real estate agents, advisors, and closed clients to drive referrals; Represent the brand at community functions; Consult with clients to determine appropriate loan products; Evaluate client financial status and documents; Assist clients through the loan process from application to closing; Stay updated on product offerings and process changes.