Mortgage Loan Officer
Company: BSI Financial Services
Posted on: June 13, 2019
Mortgage Loan Officer-- Classification Exempt EEO Statement We are
an equal employment opportunity employer. All qualified applicants
will receive consideration for employment without regard to race,
color, religion, gender, national origin, disability status,
protected veteran status or any other characteristic protected by
law. JOB DESCRIPTION We are looking for experienced mortgage loan
officers, who have a passion for delivering the highest level of
customer care while working in a growing, fast-paced lending
business, can present mortgage opportunities to future clients over
the phone, and will take applications all the way to funding. --
Essential Functions Communicates professionally and clearly to
clients when explaining mortgage products and proposing the best
solution for the customer's needs Uses leads transferred from
Customer Service, makes outbound calls on prospective clients,
introduces them to BSI, and qualifies them for the most beneficial
new mortgage possible Sells mortgages in accordance with all
regulations and training, and only takes calls in areas where
licensed. Ability to maintain licensing in most states. Builds
rapport and collects pertinent information from the customer. Locks
loans on Calyx software, after checking prices with several
wholesale and correspondent lenders. Collects and sends all
paperwork as necessary and provides excellent customer service and
follow up. -- Explains to clients over the phone on how to get to
funding, ensuring all paperwork and signatures needed to process
the mortgage are collected timely and accurately. Partners with
internal operations to consistently produce quality files.
Maintains active communication with the processing team concerning
client needs. Occasional early morning/late evening work required.
Attends all trainings, sales meetings, orientations as directed.
Increases personal knowledge of the mortgage industry by reading
publications and the Internet. Maintains timely and accurate
records of all customer activity. Maintains a high level of
accountability for results and metrics. -- Competencies/Skills
Knowledge of the Calyx origination software is preferred, but not
mandatory. Ability to achieve sales goals and perform metrics.
Proficiency in MS Office programs, specifically Word, Excel,
Outlook. -- Able to use Internet or other software programs.
Ability to multitask; self-starter and self-motivator. Ability to
close 10+ loans per month and make 3 outbound calls for each
inbound call received. Work Environment This job operates in a
professional office environment. This role routinely uses standard
office equipment such as computers, phones, photocopiers, filing
cabinets and fax machines. Ability to sit for long periods of time
is essential.-- -- Education and Experience High School Diploma,
GED or experience equivalent. Three or more years of experience in
call center or inside phone sales. Has or can obtain licensing in
all states where licenses are required based on company licensing
footprint and distribution. Must be local to the DFW area,
preferably within 15 miles or 30 minutes of our Irving location. --
Other Duties Please note this job description is not designed to
cover or contain a comprehensive listing of activities, duties or
responsibilities that are required of the employee for this job.
Duties, responsibilities and activities may change at any time with
or without notice.
Keywords: BSI Financial Services, Irving , Mortgage Loan Officer, Other , Irving, Texas
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