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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.