MORTGAGE LOAN ORIGINATOR

Bayview Fund Management, LLC; Town of Texas (WI); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading company in the mortgage industry is seeking a Purchase Mortgage Loan Originator to drive sales through inbound and outbound calls. The ideal candidate will have mortgage origination experience and excellent communication skills. This role involves processing loan applications, maintaining product knowledge, and ensuring customer satisfaction in a fast-paced environment. Join a dynamic team where your contributions will directly impact the success of our portfolio retention efforts.

Qualifications

• 2+ years of mortgage origination experience.
• Excellent phone etiquette and articulate use of the English language.

Responsibilities

• Conduct outbound and receive inbound mortgage sales calls.
• Process residential loan applications according to guidelines.
• Partner with operations teams for seamless file transfer.

Skills

Communication

Customer Service

Interpersonal Skills

Detail-oriented

Self-motivated

Education

Bachelor’s Degree

Tools

CRM Software

Encompass

Velocify

Job description

Overview

The Purchase Mortgage Loan Originator is responsible for driving purchase sales through inbound warm transfers and outbound calling to portfolio retention residential loan customers.

Responsibilities

Essential Duties and Responsibilities:

1. Conduct outbound and receive inbound mortgage sales calls in a fast-paced call center environment.
2. Solicit residential mortgage loans from a captive portfolio of purchase candidates.
3. Process residential loan applications according to established company and regulatory guidelines.
4. Send, receive, and review applications, disclosure packages, and qualifying documents from borrowers.
5. Utilize systems for maintaining product knowledge, registering loans accurately, and pipeline management.
6. Understand and articulate financial calculations, rates and fees, appraisals, and product guidelines.
7. Utilize persuasive communication skills; inside sales experience preferred.
8. Use excellent follow-up skills to meet targeted conversion rates.
9. Partner with operations teams to ensure seamless file transfer.
10. Monitor and update CRM systems.

Qualifications

Skills, Knowledge, and Abilities:

• 2+ years of mortgage origination experience.
• Self-motivated with high energy and a positive attitude.
• Excellent phone etiquette and articulate use of the English language; bilingual or multilingual preferred.
• Detail-oriented and results-driven with a focus on customer service.
• Strong interpersonal, follow-up, and relationship-building skills.
• Excellent written and verbal communication skills; proficiency with loan origination and CRM software.

Education and Experience:

• Mortgage origination experience required.
• Recent call center purchase experience preferred.
• Bachelor’s Degree preferred; degrees in Finance or Business Administration encouraged.
• Encompass and Velocify experience preferred.

Certifications, Licenses, and/or Registration:

• Active NMLS license.

Physical Demands and Work Environment

The physical demands include sitting, using hands, talking, and hearing regularly, with occasional standing, walking, reaching, and lifting up to 10 pounds. Vision requirements include close, color, and focus adjustment.

EEOC Statement

Bayview is an Equal Employment Opportunity employer. Employment decisions are based on merit, competence, and qualifications without regard to protected categories. Management reserves the right to modify duties as necessary.

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Keywords: Mortgage loan officer, loan officer, loan advisor, loan originator, senior loan officer, mortgage banker, remote