Loan Partner 1 - Sales

Description

Position Summary:

Our Loan Partners are responsible for providing sales support to the Branch Manager and Loan Originating teams. The Loan Partners are responsible for forming relationships from self and branch generated leads thus increasing sales and distribution of our loan products within a specific territory.

LP1 will service customers on a predetermined call frequency and will have a direct impact on the client experience. The LP1 embraces a relationship-driven mindset that requires sales ability, dedication, and exceptional servicing skills. This position requires an effective communication style that actively listens, seeks clarity is confident and is in tuned to nonverbal indicators and is open to feedback. The LP Sales individual is expressive and action oriented; making outbound/inbound calls to/from prospects, following up on leads and calling potential customers. This individual explains loan services and products to clients, track marketing efforts, generate reports, handle multiple projects, and escalate borrower needs.

The LP1 has current computer skills; Spreadsheets/Databases, Word Processing and Email, Social Media, and Blogging and is adept to technological developments. Loan Partners provide exceptional customer service to borrowers and relator-partners in a fast-paced, team based, and results oriented environment. The Loan Partner I offers a hands-on, personalized approach that nurtures the customer creating and cementing long-term relationships. The Loan Partner collaborates and demonstrates flexibility to support the branch and meet the individual needs of our customers.

The LPs career pathway is to aspire to a licensed LP2 position. The LP2 is able to talk terms and conditions to a consumer on loan services and products.

Essential Job Functions:

Specific tasks will include, but are not limited to, the following:

• Relieves the LO of administrative details and coordinates loan work flow to include screening calls, performing clerical tasks related to preparing loan packages for submittal, communicating with vendors, clients and staff.
• Maintains current file status communication with all parties in the transaction
• Calls from realtors list/Certified Public Accountants/Financial Advisors/Attorneys.
• Schedule Realtor Lunch and Learns & other social gatherings
• Verify and examine information provided by supervisor to ensure accuracy of loan application and closing documents.
• Generate Database Leads / Manage Greatness Tracker / Manage CRM and LO/BM Database.
• Provides administrative and clerical support for preparation of loan applications, closing and legal documents, and government notices.
• Submit loan applications with recommendation for underwriting approval.
• Contact borrower and other sources to obtain items for borrowers file.
• Assist supervisor in checking the value of customer collateral, calculate interest, principal, payment, and closing costs.

Required Job Functions:

Specific tasks will include, but are not limited to, the following:

• Regularly follows up with potential applicants via telephone, email, or written correspondence to ensure each applicant understands each program.
• This position may require occasional overtime and travel.
• Additional tasks as assigned.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts, or working conditions associated with a job.

Additional Working Conditions Information:

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 frequently required to sit and talk or hear. The employee is often required to walk; use hands to finger, handle, or operate computers, objects, tools, or controls; and reach with hands and arms. Specific vision abilities required by this job include close vision and the ability to adjust focus.

Diversity and Inclusion:

At NFM Lending we are a diverse team of champions, industry pioneers and action leaders. We draw on the differences in who we are, what weve experienced, and how we navigate the mortgage industry with focused intention. We work to attract, develop, engage, advance and retain a high performing workforce through fostering an inclusive culture where everyone can join in the journey to success. EOE.

Qualifications

Salary : $23 - $28