Direct Loan Originator

Triad Financial Services Inc

  • Jacksonville, FL
  • 30+ days ago
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    Skills

    • Analysis Skillsunmatched
    • Communication Skillsunmatched
    • Consultingunmatched
    • Consumer Loansunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Direct Lendingunmatched
    • Financial Servicesunmatched
    • Licensingunmatched
    • Loan Approvalunmatched
    • Loan Closingunmatched
    • Loan Originationunmatched
    • Loansunmatched
    • Microsoft Officeunmatched
    • Mortgageunmatched
    • Mortgage Lendingunmatched
    • Multitaskingunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Salesunmatched
    • Sales Pipelineunmatched
    • Set Goalsunmatched
    • Time Managementunmatched
    • Writing Skillsunmatched

    Description

    Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Direct Loan Originator to join our growing team.

    Essential Functions:

    • Consult and sell Triad approved applications to borrowers and retailers
    • Develop relationships with approved Triad borrowers and retailers during the home buying process
    • Is the main point of contact: advising borrowers and sellers of the used home buying process, determining solutions, ordering appraisals and gathering/clearing conditions
    • Pipeline Management - will facilitate movement of active loan files to closing in a timely manner
    • Understand Triad's loan products, rates, guidelines, and loan process
    • Stay up-to-date on changes in market conditions that affect the company's many loan products
    • Coordinate with other departments to optimize the sales effort
    • Meeting or exceeding Triad "pull-through" goals (percentage of contracts ordered (COF's) to loans approved)
    • Perform related duties as assigned by supervisor

    Minimum Qualifications:

    • One to three years of retail mortgage loan knowledge/experience required
    • Excellent problem-solving skills are essential
    • Ability to work well within a team atmosphere
    • Strong attention to detail
    • Strong customer service skills
    • Excellent verbal and written communication skills, including the ability to effectively interact with all retailers, borrowers and internal departments
    • Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the company's proprietary mortgage software products
    • Ability to multitask in a fast-paced environment
    • Ability to set goals and divide processes into timelines
    • Applying investor guidelines to specific sales situations and using discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis
    • 20-hour Safe Act course*
    • Individual state loan originator license(s) required for specific states in which employee engages in any mortgage loan originator activities*
    • Completing and passing all Continuing Education requirement (annually)*
    • Credit check required-credit must meet State licensing guidelines and eligibility*
    • Late shift required
    • Candidate will be required to take the 20-hour SAFE Act course and pass the exam to become a state-licensed MLO within four to six weeks of employment. Additional State specific training and course testing may be required in conjunction with Federal licensing. Candidate will be subject to a credit inquiry and federal background check.

    Numbers & Facts

    LocationJacksonville, FL

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