What are the responsibilities and job description for the Mortgage Loan Officer / Leader position at Keller Williams Wentz Group Companies?

Job Description

Are you an experienced mortgage broker with a passion for innovation, exceptional service, and leadership looking for a consistent flow of new borrowers for purchase and refinance opportunities? Join Echelon Home Loans, a forward-thinking mortgage company redefining the lending experience in the Sarasota area. As a Mortgage Loan Officer, youll have the opportunity to collaborate directly with over 300 Keller Williams real estate agents, leverage advanced proprietary technology, and build both internal and external relationships that drive growth and success.

About Echelon Home Loans :

Echelon Home Loans is committed to transforming the mortgage process through exceptional service, industry expertise, and cutting-edge technology. Our proprietary platform streamlines the mortgage experience, making it faster, more transparent, and seamless for agents, customers, and loan originators. This exclusive technologyunlike anything currently in use in the Sarasota areaoffers a significant opportunity for the right candidate to stand out in the market and deliver unparalleled service.

As a Mortgage Loan Officer, youll play a key role in expanding our market presence while helping clients achieve their homeownership goals.

Benefits

Annual Base Salary Commission Bonus Opportunities

Career Growth Opportunities

Flexible Schedule

Responsibilities

Your Role :

As a Mortgage Loan Officer, you will :

Originate loans through our partnership with over 200 Keller Williams real estate agents in multiple Sarasota-area offices.
Leverage our proprietary technology platform to enhance communication and streamline the mortgage process for agents, clients, and the entire team.
Develop relationships with other brokerages, real estate professionals, and large teams to grow the mortgage operation.
Act as a trusted advisor to clients, delivering exceptional service and guidance throughout the mortgage journey.
Demonstrate leadership by driving sales performance, mentoring team members, and contributing to the overall success of the company.

Key Responsibilities :

Loan Origination

Partner with real estate agents to provide seamless, technology-driven solutions for their clients.

Proactively identify opportunities to originate loans and grow market share.

Deliver a smooth loan application and approval process using advanced tools and platforms.

Technology Integration

Utilize our proprietary platform to improve communication and create an efficient, transparent experience for all stakeholders.

Educate agents and clients on the platforms benefits, driving adoption and satisfaction.

Stay ahead of industry trends to maximize the platforms potential.

Relationship Building

Build and maintain strong relationships with Keller Williams agents, brokerages, and other real estate professionals.

Act as a resource for agents and clients, answering questions and solving challenges effectively.

Leadership & Growth

Contribute to company growth by identifying new business opportunities and strategic partnerships.

Teach loan programs to agents, both internally and externally, to generate new leads.

Inspire and mentor team members, fostering a culture of excellence and collaboration.

Customer Service

Deliver exceptional service by guiding clients through every step of the mortgage process.

Address client concerns promptly, ensuring a positive experience from start to finish.

Requirements

What Were Looking For :

Required Skills & Qualifications

Experience : Minimum 3 years as a mortgage broker (not just retail), with a proven track record of success.

Sales Acumen : Strong sales and negotiation skills with the ability to close deals.

Leadership : Demonstrated ability to lead, mentor, and motivate others.

Industry Knowledge : Deep understanding of the mortgage process, compliance, and loan programs.

Customer Focus : Exceptional interpersonal and communication skills with a client-first approach.

Technology Savvy : Experience leveraging technology to improve processes and outcomes.

Preferred Qualifications

Established connections within the Sarasota real estate market.

Experience working with Keller Williams offices or similar real estate brokerages.

Background in training or mentoring other mortgage professionals.

Why Join Echelon Home Loans?

At Echelon Home Loans, we provide the tools and support you need to succeed in todays competitive market. Heres what we offer :

Proprietary Technology : Gain a competitive edge with an exclusive platform that streamlines communication, accelerates the loan process, and enhances the agent and client experience.

Competitive Compensation : Generous commission structure and performance-based bonuses.

Collaborative Culture : Work with a supportive, growth-focused team that values innovation and excellence.

Professional Development : Access to training, resources, and opportunities to advance your career.

Flexibility : Enjoy a part-remote role with the autonomy to manage your schedule.

Ready to Elevate Your Career?

If youre an experienced mortgage broker with a passion for innovation, leadership, and client success, we want to hear from you. Join Echelon Home Loans and be part of a team thats revolutionizing the mortgage experience in Sarasota.

To Apply : Submit your resume and cover letter detailing your experience, accomplishments, and vision for this role. You will receive a behavioral assessment and a thinking assessment as a part of your application. Completing these assessments helps increase the completeness of your application.

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Mortgage Loan Officer / Leader

What are the responsibilities and job description for the Mortgage Loan Officer / Leader position at Keller Williams Wentz Group Companies?

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