What are the responsibilities and job description for the Financial Services Representative position at New American Funding?
Overview
New American Funding offers a unique opportunity for experienced Mortgage Loan Officers to grow and thrive in a dynamic environment that emphasizes personal development, top commissions, and innovative technology.
As a key member of our team, you'll be responsible for building lasting relationships with existing and potential borrowers, guiding them through the loan process with expertise and empathy.
In this exciting role, you'll leverage industry-leading tools and platforms to streamline loan processing, analysis, and closing, all while cultivating a loyal client base and driving revenue growth.
Job Description
- Become a trusted advisor to clients, navigating complex financial situations and recommending tailored loan solutions.
- Analyze customer data to identify opportunities for cross-selling and upselling, enhancing overall client satisfaction and loyalty.
- Maintain accurate and up-to-date records of client interactions, loan progress, and sales performance.
- Effectively communicate with internal stakeholders, including underwriters, processors, and compliance teams, to ensure seamless loan delivery.
Requirements
- Two or more years of full-time experience in refinance or purchase loan origination, preferably in a call center environment.
- Proven track record of success in a sales-oriented environment, with a strong understanding of mortgage products and services.
- Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions.
- Excellent communication and interpersonal skills, with the ability to build rapport with diverse client groups.
Benefits
New American Funding offers a comprehensive benefits package, including:
- Competitive compensation and incentive structures.
- Opportunities for career advancement and professional growth.
- State-of-the-art technology and training resources.
- A supportive and collaborative work environment.
Work Environment
This role requires working in an office setting, with occasional need to travel to client meetings and conferences. Must be able to lift up to ten pounds and perform various office tasks.
