Mortgage Financing Advisor

West Capital Lending, Inc.; Anaheim (CA); Vor Ort; USD 65.000 - 105.000; Vollzeit

Zusammenfassung

West Capital Lending, Inc. is seeking a customer-focused Loan Officer to assist clients through the loan application process, assess creditworthiness, and present suitable loan products.

You will guide applicants, gather documents, and ensure compliance with regulatory standards. You'll collaborate with underwriters and processors to move applications efficiently, build strong client relationships, and contribute to meeting sales goals while delivering exceptional service.

Qualifikationen

• Proven experience as a Loan Officer or in a similar role (minimum 1 year).
• Strong knowledge of loan products, underwriting processes, and applicable regulations.
• Excellent communication and interpersonal skills.
• Detail-oriented with strong organizational skills.
• Ability to assess financial documents and analyze creditworthiness.
• Proficient in Microsoft Office Suite and other loan processing software.
• Loan Officer license (NMLS).

Aufgaben

• Assess loan applications and determine creditworthiness by reviewing financial documents, credit reports, and other relevant information.
• Provide expert guidance and advice on available loan products, terms, and eligibility requirements.
• Process loan applications, including obtaining necessary documentation, verifying financial data, and ensuring accurate completion of all forms.
• Establish and maintain strong relationships with clients, providing excellent customer service throughout the loan process.
• Communicate clearly with clients to explain loan options, repayment terms, and potential risks.
• Collaborate with underwriters, processors, and other team members to ensure a smooth and efficient loan approval process.
• Maintain a deep understanding of industry regulations, loan policies, and market trends.
• Monitor the progress of loan applications and assist clients with any questions or issues that arise.
• Achieve individual and team sales goals by promoting and closing loan products.

Kenntnisse

Communication skills

Interpersonal skills

Credit analysis

Regulatory knowledge

Sales ability

NMLS license

Tools

Microsoft Office

Loan processing software

Jobbeschreibung

West Capital Lending, Inc. is seeking a customer-focused Loan Officer to assist clients through the loan application process, assess creditworthiness, and present suitable loan products.

You will guide applicants, gather documents, and ensure compliance with regulatory standards. You'll collaborate with underwriters and processors to move applications efficiently, build strong client relationships, and contribute to meeting sales goals while delivering exceptional service.