PURCHASE MORTGAGE LOAN ORIGINATOR

Lakeview Loan Servicing, LLC.; Flower Mound (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Lakeview Loan Servicing, LLC is seeking a Purchase Mortgage Loan Originator in a fast-paced call center environment in Flower Mound, TX. The role focuses on driving Purchase sales through inbound warm transfers and proactive outbound calling to a portfolio of prospective borrowers.

Ideal candidates have 2+ years of mortgage origination experience, strong communication skills, and a customer-service mindset. A Bachelor’s degree is preferred; Encompass and Velocify experience is a plus.

Qualifications

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

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 Purchase candidates
• Process residential loan applications according to company and regulatory guidelines
• Send, receive and review applications, disclosure packages, and qualifying documents from borrowers
• Utilize systems to maintain product knowledge, register loans accurately and manage the pipeline
• Understand and explain financial calculations, rates and fees, appraisals and product guidelines
• Use persuasive communication and inside sales skills to improve conversions
• Ensure timely follow-up to meet conversion targets
• Coordinate with operations teams to ensure seamless file transfer
• Monitor and update CRM

Skills

Mortgage origination

Outbound sales

CRM usage

Communication (English)

Customer service

Education

Bachelor’s Degree preferred

Tools

Encompass

Velocify

Job description

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

• If you see an active Purchase MLO posting on our careers site, we encourage you to apply directly to that role.
• If you were referred to Lakeview or are interested in future opportunities, but do not see a current opening, we welcome you to apply here. Please be sure to include your referral source in your application if applicable.

Responsibilities

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 Purchase 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.

Qualifications

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
• Recent call center purchase 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

• Active NMLS

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and use hands to handle, touch or feel objects, tools, or controls. The employee frequently is required to talk and hear. The noise level in the work environment is usually moderate. The employee is occasionally required to stand; walk; reach with hands and arms. The employee is rarely required to stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.

EEOC

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.