Job responsibilities:

  • Works with Sales Manager and Marketing to identify all potential business sources and to meet loan volume goals within assigned territory.
  • Primary focus on driving sales, building and strengthening mortgage broker, realtor and investor relationships.
  • Develops and maintains client data base for effective use of contact management tools and CRM.
  • Makes initial contact with mortgage brokers, realtors and investors to determine needs and qualifications.
  • Directs mortgage broker approval process, providing broker with all forms required to recommend approval.
  • Provides approved mortgage brokers with current rate sheets and underwriting guidelines, educates the broker as to pricing/program requirements, submission/documentation and approval criteria.
  • Pre-qualifies loan packages when broker requires assistance.
  • Works directly with investor/borrower to obtain initial documentation sufficient for submission to loan processing.
  • Monitors pipeline reports to determine status of all loans in assigned territory.
  • Works with Account Manager/Sales Assistant to keep broker informed of status on submitted loans.
  • Provides sales and technical training/support to brokers.
  • Knowledge of operations positions, functions and use of Ellie Mae/Encompass loan origination system.

Qualifications/Experience:

  • Minimum 5 years experience in mortgage origination, prefer 3 years in private/hard money space.
  • NMLS license.
  • College degree strongly preferred.
  • Highly self-motivated and disciplined.
  • Must have excellent verbal and written communication skills.
  • Strong sales and negotiating skills over phone and in person.
  • Extremely strong problem solving skills.
  • Service and team oriented.