Team Loan Officer

SFMC Home Lending

Plano, Texas

JOB DETAILS
SKILLS
Automation Systems, Communication Skills, Conflict Resolution, Customer Relationship Management (CRM), Customer Support/Service, Data Quality, Detail Oriented, Diversity, Federal Housing Administration (FHA), High School Diploma, Interest Rates, Loan Approval, Loan Closing, Loan Documents, Loan Origination, Loan Processing, Loan Review, Loan Submission, Loans, Microsoft Office, Mortgage, Multitasking, Presentation/Verbal Skills, Problem Solving Skills, Process Development, Revenue/Sales Reporting, Sales, Sales Pipeline, Sales Tools, United States Department of Agriculture (USDA), Writing Skills
LOCATION
Plano, Texas
POSTED
6 days ago
Essential Duties and Responsibilities:

The Team Loan Officer assists a designated Loan Officer(s) in originating and processing loans. Duties include:
  • Completing a quality, initial loan application and all applicable checklists.
  • Requesting required documents, including follow up if needed.
  • Calculating income in order to validate data.
  • Running AUS and reviewing findings.
  • Securing a locked interest rate as quoted to the client.
  • Preparing and sending prequalification letters.
  • Preparing the initial disclosure package.
  • Reviewing and preparing loan documents for submission to Processing.
  • Primary point of contact for phone calls.
  • Managing the CRM, including follow-ups with warm leads and closed loans.
  • Pipeline management, including scheduled pipeline reviews, daily tracking and weekly status calls to customers.
  • Addressing any resulting issues during the process that potentially jeopardize the loan approval.
  • Utilization of designated Sales tools and reporting methods.
Education and/or Work Experience Requirements:
  • 4+ years of mortgage experience, including all areas of the loan process, as well as thorough knowledge of FHA, Conventional, VA and USDA product financing.
  • Experience working with a builder’s mortgage company, builder JV, or as a preferred lender with a homebuilder - strongly preferred.
  • High School diploma or equivalent; Bachelor’s degree is a plus
  • NMLS License required (TX)
Skills:
  • Strong sales aptitude with a proven ability to guide borrowers through loan program options
  • Strong written and verbal communication skills with the ability to communicate effectively with a diversity of audiences.
  • Demonstrated problem-solving ability and conflict resolution skills.
  • Must have attention to detail and customer service focus.
  • Ability to adhere to established processes and checklists.
  • Flexibility and adaptability in a fluid and rapidly changing environment.
  • Self-motivated with the ability to work independently with minimal supervision.
  • Ability to manage multiple priorities in a fast-paced, dynamic environment with strict time requirements.
  • Proficient with MS Office, with a knowledge of industry automation and software.
  • High level of integrity, ethics, discretion and professionalism in handling confidential and sensitive information.

About the Company

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SFMC Home Lending