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Mortgage Loan Officer

Synergy One Lending

Mortgage Loan Officer

San Diego, CA
Full Time
Paid
  • Responsibilities

    Job Description

    SUMMARY:

    The Consumer Direct Loan Officer will prospect and initiate the mortgage process for potential clients, preparing, analyzing, and verifying mortgage loan applications.

     

    ESSENTIAL FUNCTIONS:

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Job duties include, but are not limited to, the following:

     

    • Communicates professionally and clearly to clients when explaining mortgages.
    • Manages leads developed by the Company, handles inbound and outbound calls with prospective clients and introduces them to Synergy One Lending and the mortgage process.
    • As appropriate and allowed, collect pertinent information from client and originates mortgages.
    • Performs and sends all paperwork as necessary and provides excellent customer service and follow up.
    • Partners with internal operations to consistently produce clean files.
    • Presents mortgages in accordance with all regulations and training and only takes calls in areas where licensed.
    • Explain to clients over the phone on how to complete applications, ensuring all paperwork and signatures needed to process the mortgage are collected timely and accurately.
    • Maintains timely and accurate records of all customer activity within the Insellerate CRM.
    • Occasional early morning/evening and weekend work required.
    • Maintain active communication with the processing team concerning client needs.
    • Attend all trainings, sales meetings, orientations as directed.
    • Increases public awareness of the mortgage industry by reading publications and the Internet.
    • Able to maintain licensing requirements and only conducts business in states where licensed.
    • Maintains a high level of accountability for results and metrics.

     

    REQUIRED SKILLS/ ABILITIES:

    · Ability to interview, evaluate, pitch, and close loans with minimal supervision.

    · Proven track record of revenue generation, as evidenced by income statements.

    · Proficiency in MS Office programs, specifically Word, Excel, Outlook.

    · Ability to use Internet and CRM’s such as Insellerate or other software programs.

    · Proficient with Microsoft Office Suite and relatable CRM software.

     

    TRAINING/ LICENSING REQUIREMENTS:

    · Current NMLS State License(s).

    · Must pass the Company’s Background Screening process prior to beginning employment. Additionally, as a condition of employment, you may be required to pass client-specific background check requirements or Federal/State licensing requirements, if applicable.

    · Must be able to pass on-site training and licensing exams.

     

    SUPERVISORY RESPONSIBILITIES:

    • May assist with training new mortgage officers.

     

    EDUCATION AND EXPERIENCE:

    • High school diploma, GED or military experience equivalent.
    • 3+ years of experience originating conventional and/or government loans directly with consumers.

     

    PHYSICAL DEMANDS/ ENVIRONMENT:

    · Prolonged periods sitting at a desk and working on a computer.

    · Must be able to lift up to 15 pounds at times.

     

    EEO:

    Synergy One Lending provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

     

    Company Description

    Do you want to be part of the modern mortgage experience? We leverage technology to provide our customers with an experience built for speed, ease, and expertise. Part of our mission is to be known as the nation’s #1 lender in employee morale and retention. Our team has decades of experience in the mortgage loan industry where we all help each other learn and grow. If you are looking to up the ante in your career, come join Synergy One Lending as our Licensing Manager and be a part of the Synergy One Lending success story!

  • Industry
    Financial Services