Service First Mortgage - Rockwall, TX
posted 5 months ago
At Service First Mortgage, our unique values serve as a compass for our actions and are the foundation of our culture. We promote innovation and are purposefully dynamic in our growth processes. We change, not just for the good of ourselves, but for the good of everyone involved. We hire people with the ability to think creatively, who use inspiration and imagination to solve problems by looking at them from unexpected perspectives. Service First Mortgage is currently hiring for a Team Loan Officer. The Loan Officer Associate/ Team LO provides assistance to a designated Loan Officer(s) in originating and processing loans. This role is crucial in ensuring that the loan process runs smoothly and efficiently, contributing to the overall success of the team and the satisfaction of our clients. The Team Loan Officer will be responsible for following up on leads for potential borrowers, assisting the Loan Officer in pre-qualifying potential borrowers, and coordinating the receipt of a complete and accurate loan application package. Effective communication is key in this role, as the Team Loan Officer must communicate quickly and effectively to all parties, both internally and externally, about timelines and expectations to ensure all loans close on time. Additionally, the Team Loan Officer will follow up with borrowers for items needed for loan submission, execute disclosures, and submit the loan file for processing. Managing the Loan Officer(s) calendar is another important aspect of this position, which includes follow-up, appointment setting, and time blocking as appropriate. The Team Loan Officer will also manage the CRM, including follow-ups with warm leads and closed loans, and will be responsible for pipeline management, which includes scheduled pipeline reviews, daily tracking, and weekly status calls to customers. Utilization of designated sales tools and reporting methods is also expected to ensure that all processes are streamlined and efficient.