Mortgage Loan Officer
San Mateo, CA US
Posted ago

We are seeking an experienced mortgage loan officer with strong marketing, communication, and analysis skills to join our team and assist loan applicants in securing the ideal mortgage for their new home purchase. Our organization provides the support, and tools you need to bring your business to the next level. If you are passionate about providing top-notch service to your clients and have a proven track record of retaining and building your client list, please apply today!

As a Reali Loan Officer, you work closely with a high-performing operations team, delivering loans to borrowers in as fast as 14 days, which is three times as fast as the industry average! Your in-house Sales team includes Relationship Managers who support you by assisting with customer communication and collection of the necessary documentation. As a Loan Officer at Reali Loans, you approach our customers with a consultative, customer-service driven approach. Your conversation with the borrower will allow you to help them find the best loan products for their unique circumstance, whether they are refinancing or purchasing a home. Our model is unique to other lending institutions, hence, we are looking for Mortgage Professionals as opposed to Loan Originators, who want to join a team that is transforming mortgage into a paperless, honest, transparent, and fast industry.

  • Review the loan process by monitoring loan status, term conformity, and regulatory guidelines
  • Oversee all customer interactions and ensure a smooth transaction by interfacing with realtors, processors, and underwriters
  • Prospect, develop, and maintain relationships with potential new business referral partners such as realtors, builders, bank colleagues, and the community at large
  • Counsel borrowers to understand the pros and cons of different loan products to determine which is best for them

  • Consult with customers so you can provide the best loan products for their financial needs
  • Our technology will deliver fresh, qualified leads (exclusive to Reali) for you every day; one of our values is “ownership” and we count on you to take complete responsibility of the lead by immediately engaging with the customer. You are the face of Reali! 
  • Bolster, refine, and deliver an evolving sales strategy, resulting in a minimum of 12 funded loans per month
  • Deliver an honest, transparent experience for our customers combined with world class customer service 
  • Deliver qualified loans to our operations team and collaborate on file escalation issues as they arise
  • Be the liaison between operations and the borrower throughout the entire loan process
  • Assist the product development team to solicit product feedback from borrowers
  • Maintain valid, annual state by state licensing


Requirements (Must Have’s)

  • -CA, NMLS licensed Home Loan Officer
  • -Commitment to work in a transformative, growing, a start-up company
  • -Ability to work West Coast Hours
  • -You care: about the clients you serve, the people you work with, and the partners you interact with
  • -A proven track record of quota-beating residential loans performance
  • -You do well in a fast-paced environment, are adaptable to change, and communicate effectively
  • -BS degree, or relevant experience
  • -You value delivering “best-in-class” customer service experiences
  • -Financially savvy - the person your friends and family seek to walk them through big financial decisions
  • -Ability to articulate complex transactions and deliver on a deadline

Highly Desirable (Nice to Have's)

  • Encompass (Big Plus)
  • SalesForce
  • Other NMLS state licensing is a bonus

About Reali

We're here to make home buying and selling simple, affordable, and stress-free. Reali is award winning and made up of collaborative Real Estate experts and proven technologists to deliver transparent, stress-free real estate solutions for buyers, sellers, and agents. Reali has cemented a winning reputation with an A+ from the BBB and was voted one of 2019’s Best Places to Work. At-A-Glance regarding our services:

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