Overview:

This qualified individual will, using company-provided leads, be responsible for originating new loan applications and achieving individual sales and profitability goals. Additionally, you will produce high quality loans which meet investor guidelines while providing excellent customer service and will meet minimum production goals set forth by the company and/or Branch Manager.

Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.  Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

Principal Accountabilities:

• Conducts interviews with prospective borrowers in order to analyze financial and credit data, determine financing objectives, gives advice to borrowers about product/pricing policies and guidelines, and gather any additional required information.


• Determines borrower financing objectives and goals; Assess the correct loan options for the borrower based upon the borrower’s present situation, future plans, and advise the borrower of the preferred loan product


• Ensures the preparation and processing of forms and legal documents required for residential loans and follows the loans to ensure compliance with terms. Negotiates terms and conditions with applicants.


• Adhere to all federal and state compliance guidelines relative to the position.


• Achieves or exceeds production goals as established