Job Description

SYO MORTGAGE IS PASSIONATE ABOUT CHANGING THE MORTGAGE INDUSTRY. WE ARE AN INNOVATIVE, TECHNOLOGY-FOCUSED TEAM WITH OUR MAIN FOCUS ON THE CUSTOMER. IF YOU ARE SELF-DRIVEN, FORWARD-THINKING WITH A GO-GETTER ATTITUDE, THEN YOU WILL LOVE WHAT WE DO! WE AIM TO COLLABORATE IN ALL THAT WE DO, WITH TEAMWORK BEING A KEY FOCUS ON HOW WE OPERATE. YOU WILL ALWAYS KNOW HOW YOUR CONTRIBUTIONS RELATE TO THE BIG PICTURE, NO MATTER WHAT DEPARTMENT YOU WORK IN. YOU WILL ALWAYS BE ENCOURAGED HERE AND THERE IS NEVER A DULL MOMENT. COMPANY CULTURE IS FRESH AND MODERN. COME JOIN OUR TEAM!

RESPONSIBILITIES

*** MUST BE LICENSED IN THE STATE OF CALIFORNIA

• Demonstrate excellent customer service and able to sell our company’s services.
• Contact all leads via phone, text and email. (No cold calling)
• Generate new mortgage applications through established broker channels and referral sources in order to generate company revenue with closed mortgage loans.
• Contact potential borrowers to retrieve applications and documentation for home purchases and refinances.
• Have the ability to take full applications by developing rapport, uncovering needs and objectives of the client
• Assist the team by communicating with the client if needed on any requests until closing.
• Communicate our company mission to all borrowers.
• Take clients through our technology and guide them through the process.
• Input application and all documents and correspondence through our LOS and CRM.
• Structure all loans and quote rate to borrowers.
• Review new mortgage applications and determine needs; financial situations, credit history, creditworthiness, and mortgage risk profiles.
• Keep up with overall knowledge of programs, rates and changes in the market.
• Detail all communication with potential borrowers and clients in CRM.
• Follow proper protocol and processes in place to align with company policies and procedures.
• borrowers on financial status and payment methods
• Develop referral networks to locate prospects for loans
• Handle customer complaints and take appropriate action to resolve them

QUALIFICATIONS

• 2+ Years of experience
• Previous experience in finance, banking, or other related fields
• Familiarity with financial and lending practices
• Ability to build rapport with clients
• Strong analytical and mathematical skills
• Excellent written and verbal communication skills
• Motivated and driven.
• Ability to thrive in a fast-paced, demanding environment.
• Upbeat, enthusiastic, fun, down to earth and professional.
• Customer-centric.
• Fast learner.

COMPENSATION

• Salary + Commission + Bonuses
• Job Type: Full-time

Company Description

We are an innovative, technology-focused team with our main focus on the customer. If you are self-driven, forward thinking with a go-getter attitude, then you will love what we do! We aim to collaborate in all that we do, with teamwork being a key focus on how we operate. You will always know how your contributions relate to the big picture, no matter what department you work in. You will always be encouraged here and there is never a dull moment. Our company culture is fresh and modern. Come join our team!