Inside Mortgage Loan Origination Specialist

First United Bank; Plano (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

First United Bank in Plano is seeking an Inside Mortgage Loan Consultant to focus on originating and closing retail mortgage loans. The position emphasizes customer service and sales skills, requiring a high school diploma, an NMLS license, and two years of experience in mortgage sales.

The consultant will be responsible for managing loan applications, educating clients, and ensuring compliance with regulations. A detailed and energetic approach to mortgage sales is crucial for success in this role.

Qualifications

• Must have 2 years of experience in mortgage sales preferably in a Consumer Direct environment.
• Proven record of closing and supporting mortgage customers.
• Must comply with all compliance exams annually.

Responsibilities

• Originate and close mortgage loans from referred customers.
• Counsel borrowers through the application and closing process.
• Demonstrate follow-up techniques to improve conversion rates.

Skills

Organizational skills

Verbal communication

Written communication

Interpersonal communication

Technical knowledge of bank and mortgage

Detail-oriented

Education

High School diploma or GED

Active NMLS or Federally Registered NMLS license

Tools

Loan origination systems (e.g., Encompass)

Pricing engines

Lead management systems

Job description

First United Bank in Plano is seeking an Inside Mortgage Loan Consultant to focus on originating and closing retail mortgage loans. The position emphasizes customer service and sales skills, requiring a high school diploma, an NMLS license, and two years of experience in mortgage sales.

The consultant will be responsible for managing loan applications, educating clients, and ensuring compliance with regulations. A detailed and energetic approach to mortgage sales is crucial for success in this role.