Trusted Mortgage Advisor & Loan Officer (In-Office)

Assurance Financial; Baton Rouge (LA); On-site; USD 60,000 - 120,000; Full time

Job summary

Assurance Financial in Baton Rouge, LA is seeking a dedicated Mortgage Loan Officer to guide borrowers from initial consultation through closing, delivering an exceptional client experience. The role leverages a company-provided client base, emphasizes outbound outreach, relationship building, and origination of cash-out refinances, debt consolidation, HELOCs, and second mortgages.

You will maintain CRM records and stay current on guidelines, collaborating with Processing to ensure smooth

Qualifications

• High school diploma or equivalent.
• Active Mortgage LO license.
• State licenses required.
• CRM experience preferred; willingness to learn.
• Excellent communication and customer service.
• Self-motivated, organized, and goal oriented.
• Ability to manage multiple loans concurrently.
• Strong outbound calling and relationship-building skills.
• Knowledge of mortgage products and guidelines.

Responsibilities

• Build and strengthen relationships with past clients via outbound calls.
• Introduce yourself as the client's dedicated Loan Officer.
• Conduct consultative conversations to understand financial goals and recommend lending solutions.
• Originate mortgage products (cash-out refinance, debt consolidation, HELOCs, second mortgages).
• Take complete loan applications and guide borrowers through the mortgage process.
• Coordinate with Processing and Underwriting for timely approvals.
• Manage each loan from application to closing with great client service.
• Maintain accurate CRM records and follow up on leads to preserve a strong pipeline.

Skills

Phone sales

Relationship-building

CRM experience

Communication

Multi-loan management

Outbound calling

Education

High school diploma or equivalent

Tools

Total Expert

Job description

Assurance Financial in Baton Rouge, LA is seeking a dedicated Mortgage Loan Officer to guide borrowers from initial consultation through closing, delivering an exceptional client experience. The role leverages a company-provided client base, emphasizes outbound outreach, relationship building, and origination of cash-out refinances, debt consolidation, HELOCs, and second mortgages.

You will maintain CRM records and stay current on guidelines, collaborating with Processing to ensure smooth