Responsibilities:

• Client Consultation: Meet with clients to understand their financial needs and goals, and provide expert mortgage advice.
• Loan Application Management: Assist clients in completing loan applications, ensuring all necessary documentation is collected and accurate.
• Loan Processing: Submit loan applications to underwriting and follow up on the status of applications, addressing any issues that arise.
• Market Knowledge: Stay updated on the latest mortgage products, rates, and industry trends to provide clients with the best options.
• Compliance: Ensure all loan processes comply with state and federal regulations, as well as company policies.
• Client Relationship Management: Build and maintain strong relationships with clients, real estate agents, and other industry professionals.
• Sales and Marketing: Develop and implement marketing strategies to attract new clients and generate referrals.
• Financial Analysis: Analyze clients’ financial information to determine their eligibility for various loan products.

Qualifications:

• California License: Must be a licensed mortgage loan officer in the state of California.
• Experience: Previous experience as a loan officer or in a similar role in the mortgage industry.
• Knowledge: Strong understanding of mortgage products, lending practices, and regulatory requirements.
• Communication Skills: Excellent verbal and written communication skills to effectively interact with clients and team members.
• Customer Service: Commitment to providing exceptional customer service and personalized mortgage solutions.
• Sales Skills: Proven track record of meeting or exceeding sales targets in a competitive market.
• Analytical Skills: Ability to analyze financial information and make informed recommendations.
• Organization: Strong organizational skills to manage multiple clients and deadlines simultaneously.
• Technology Proficiency: Proficiency in mortgage loan processing software and Microsoft Office Suite.

Responsibilities:

• Review and verify loan application documents for accuracy and completeness.
• Coordinate with loan officers, underwriters, and clients to gather necessary information and documentation.
• Ensure compliance with all relevant regulations and company policies.
• Prepare and submit loan packages to underwriting for approval.
• Communicate effectively with clients to resolve any discrepancies or obtain additional information.
• Maintain detailed records of loan processing activities and update systems accordingly.
• Schedule and follow up on appraisals, title work, and other required third-party services.
• Assist in clearing underwriting conditions to facilitate timely loan closings.

Qualifications:

• Previous experience as a loan processor or in a similar role in the mortgage industry.
• Strong understanding of mortgage loan procedures, regulations, and documentation requirements.
• Excellent organizational and time management skills to handle multiple tasks and meet deadlines.
• Proficiency in mortgage loan processing software and Microsoft Office Suite.
• Attention to detail and accuracy in reviewing and preparing documents.
• Effective communication skills to interact with clients, loan officers, and other team members.
• Ability to work independently and as part of a team in a fast-paced environment.
• Strong problem-solving skills to address issues that may arise during the loan process.

Responsibilities:

• Client Assistance: Provide exceptional service by answering client inquiries via phone, email, and in-person, ensuring a positive experience.
• Issue Resolution: Address and resolve customer complaints and issues promptly and effectively, maintaining customer satisfaction.
• Information Provision: Offer accurate information regarding mortgage products, application processes, and company policies.
• Documentation: Assist clients in completing necessary documentation for loan applications and other services.
• Follow-Up: Conduct follow-up communications to ensure customer needs are met and any pending issues are resolved.
• Record Keeping: Maintain detailed records of customer interactions and transactions, updating internal databases and systems.
• Team Collaboration: Work closely with loan officers, processors, and other team members to provide a seamless customer experience.
• Feedback Collection: Gather customer feedback to identify areas for improvement and contribute to the enhancement of services.

Qualifications:

• Experience: Previous experience in a customer service role, preferably in the financial or mortgage industry.
• Communication Skills: Excellent verbal and written communication skills to interact effectively with clients and team members.
• Problem-Solving: Strong problem-solving abilities to address customer concerns and find appropriate solutions.
• Interpersonal Skills: High level of empathy, patience, and professionalism in dealing with clients.
• Detail-Oriented: Attention to detail to ensure accurate information is provided and documented.
• Organizational Skills: Strong organizational skills to manage multiple tasks and maintain accurate records.
• Technology Proficiency: Proficiency in using customer service software, CRM systems, and Microsoft Office Suite.
• Adaptability: Ability to adapt to changing situations and handle a high volume of customer inquiries.