Entry Level Mortgage Loan Officer Training

New American Funding; Charlotte (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

An established industry player is seeking motivated individuals for their Entry Level Mortgage Loan Officer Training program. This role as a Pre-Approval Specialist involves assisting licensed Loan Officers and providing exceptional customer service to clients interested in obtaining mortgage loans. You will gather necessary documentation, educate customers about the loan process, and ensure a smooth experience from pre-approval to closing. If you are energetic, eager to learn, and passionate about helping others achieve their financial goals, this opportunity could be the perfect fit for you.

Qualifications

• Previous experience in call center or customer service roles.
• Proficiency in communication via phone and email.

Responsibilities

• Assist customers with loan information for pre-approval.
• Communicate effectively with customers via various channels.
• Manage customer files and follow up on pre-approval conditions.

Skills

Customer Service

Communication Skills

Mortgage Loan Processes

Microsoft Office

Sales Experience

Education

High School Diploma

Some College

Job description

Entry Level Mortgage Loan Officer Training

Join to apply for the Entry Level Mortgage Loan Officer Training role at New American Funding

Overview

Position:Pre-Approval Specialist (PAL Specialist)
[This is the first position in our training program]

Location: Must be onsite in Charlotte, NC - may need to work PST hours from 8 am to 5 pm for the first 3 months due to training purposes.

Position Summary: The Pre-Approval Specialist (PAL Specialist) works with the Inside Loan Agent Division, assisting licensed Purchase Loan Officers by communicating with customers regarding initial interest in obtaining a pre-approval or new home mortgage loan. Responsibilities include gathering information, providing updates, and ensuring a high level of customer service to facilitate the loan origination process.

Responsibilities

• Assist customers and licensed Purchase Loan Officers with gathering loan information and documentation for pre-approval.
• Communicate effectively with customers via email, phone, and text/SMS.
• Educate customers and Loan Officers about next steps in the pre-approval process.
• Follow up on conditional items needed to complete pre-approval.
• Set realistic expectations to maximize customer satisfaction.
• Input data into the system related to mortgage loan information.
• Manage customer files based on their interest and ability to proceed.
• Follow up with previously pre-approved customers to offer further assistance.
• Assist with completing eConsent and eSign processes.
• Review credit reports to determine loan qualification or referral needs.

Qualifications

• Previous or current call center, customer service, or sales experience.
• Proficiency in communicating over the phone and email.
• Knowledge of mortgage loan processes.
• Outgoing, energetic, hardworking, and eager to learn.
• Excellent customer service and communication skills.
• Proficiency with Microsoft Office.
• Passionate about helping customers achieve financial goals.

Desired Education/Experience

• 2+ years in office or inside customer service/call center preferred.
• 1+ years in mortgage or real estate industry preferred.
• High School Diploma or equivalent; some college preferred.
• Must have passed NMLS exam.

Other Details

This role may include additional duties as assigned. Physical demands include lifting up to ten pounds, working in an office environment, and communicating verbally and in writing. Reasonable accommodations are available for individuals with disabilities.

Work Authorization: Must verify identity and employment eligibility in the U.S.