• Counsel applicants and home buyers on various loan products, buying or refinance process, prospective lenders, and lending guidelines
• Obtain documentation to determine creditworthiness, such as background checks, applicant’s credit history, income and employment verification, and verification of assets and liabilities
• Maintain strong referral relationships with real estate agents and with mortgage lending sources/ mortgage bankers, gather up to date lending rate sheets and stay abreast of mortgage industry trends
• Ensure a smooth mortgage process by working with the borrow’s real estate agent, mortgage professionals such as closing agents, and financial institution department underwriters
• Complete loan application and submit on behalf of the borrowing applicant

• Recruit, hire, and train all branch personnel including mortgage loan officers/ MLOs, compliance, operations, underwriters, processing teams, and other mortgage professionals to build a well-rounded team
• Lead, train, and motivate employees to achieve sales goals
• Market and promote our company with business partners and referral networks such as realtors, with strong attention to reputation management
• Monitor loan quality to ensure it is in alignment with company policies and procedures, and in compliance with state, regional, and federal guidelines
• Ensure all staff members follow branch procedures, policies, and protocols
• Meet and exceed sales management goals, pipeline goals, and new business generation goals to increase market share

• Knowledge of loan process from origination to close and various loan products is needed
• A current NMLS license or National Association of Mortgage Broker licensure or certification is required
• Superior time management, communication and analysis skills and independently resourceful
• Must possess mortgage loan origination or loan officer experience: 5 years
• Bachelor’s degree preferred in real estate law, banking, finance, business administration, or economics

We are a consulting firm.