OverviewThe Mortgage Loan Originator is responsible for driving sales through inbound warm transfers and outbound calling to portfolio retention residential loan customers.
ResponsibilitiesESSENTIAL DUTIES AND RESPONSIBILITIES
- Conduct outbound and receive inbound mortgage sales calls in a fast-paced call center environment
- Solicit residential mortgage loans from a captive portfolio of refinance candidates.
- Process residential loan applications according to established company and regulatory guidelines.
- Send, receive and review applications, disclosure packages, and qualifying documents from borrowers.
- Utilize systems for maintaining product knowledge, register loans accurately and pipeline management
- Understand and articulate financial calculations, rates and fees, appraisals and product guidelines
- Experience utilizing persuasive communication skills, inside sales experience preferred.
- Use excellent follow-up skills to ensure targeted conversion rates are met
- Partner with operations teams to ensure the seamless transfer of file.
- Monitor and update CRM
QualificationsSKILLS/KNOWLEDGE/ABILITIES:
- 2+ years of mortgage origination experience
- Must be self- motivated with high energy and a positive attitude.
- Must have excellent phone etiquette with articulate use of the English language. Bilingual or multi-lingual preferred.
- Must be detail oriented and results driven with a focus on customer service.
- Must have excellent interpersonal, follow-up, and relationship building skills.
- Must have excellent written and communication skills as well as the ability to use different computer software programs related to loan origination and customer relationship management.
EDUCATION and EXPERIENCE:
- Mortgage origination experience required
- Call center or telemarketing experience preferred
- Bachelor’s Degree preferred; Finance and Business Administration graduates are encouraged to apply
- Encompass and Velocify experience preferred
Certifications, Licenses, and/or Registration
Bayview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law. While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
#LI-Remote
Mortgage loan officer, loan officer, loan advisor, loan originator, senior loan officer, mortgage banker, remote
SKILLS/KNOWLEDGE/ABILITIES:
- 2+ years of mortgage origination experience
- Must be self- motivated with high energy and a positive attitude.
- Must have excellent phone etiquette with articulate use of the English language. Bilingual or multi-lingual preferred.
- Must be detail oriented and results driven with a focus on customer service.
- Must have excellent interpersonal, follow-up, and relationship building skills.
- Must have excellent written and communication skills as well as the ability to use different computer software programs related to loan origination and customer relationship management.
EDUCATION and EXPERIENCE:
- Mortgage origination experience required
- Call center or telemarketing experience preferred
- Bachelor’s Degree preferred; Finance and Business Administration graduates are encouraged to apply
- Encompass and Velocify experience preferred
Certifications, Licenses, and/or Registration
Bayview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law. While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
#LI-Remote
Mortgage loan officer, loan officer, loan advisor, loan originator, senior loan officer, mortgage banker, remote
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Conduct outbound and receive inbound mortgage sales calls in a fast-paced call center environment
- Solicit residential mortgage loans from a captive portfolio of refinance candidates.
- Process residential loan applications according to established company and regulatory guidelines.
- Send, receive and review applications, disclosure packages, and qualifying documents from borrowers.
- Utilize systems for maintaining product knowledge, register loans accurately and pipeline management
- Understand and articulate financial calculations, rates and fees, appraisals and product guidelines
- Experience utilizing persuasive communication skills, inside sales experience preferred.
- Use excellent follow-up skills to ensure targeted conversion rates are met
- Partner with operations teams to ensure the seamless transfer of file.
- Monitor and update CRM