Consumer Direct Loan Officer
About The Position
The Consumer Direct Loan Officer is responsible for educating clients on the home-buying or refinances process and providing the highest customer service while taking loan applications to closing. At UHM, we understand diversity comes in many different forms. It’s our commitment to improve inclusion in the workplace through programs and policies that establish a positive and inclusive environment where every Partner, regardless of their background, can grow and excel. We value diversity, educate on equity, and create inclusive partner opportunities to ensure that you know #UBelongAtUHM!
Requirements
- High school diploma or equivalent
- 3+ years of sales mortgage experience
- This position requires that all licensing requirements are met per the SAFE Act
- Excellent telephone, communication (oral and written), interpersonal and organizational skills
- Positive attitude with lots of energy and self-motivation
- Excellent computer skills with experience in Microsoft Office, Excel and Google Apps
- Various work backgrounds and experience levels
- Ability to work well independently as well as in a team environment and take constructive criticism, coaching and feedback on a consistent basis
- Ability to work various schedules and overtime
- Ability to forage and maintain excellent working relationships with all members of the team
- Ability to multitask, prioritize, and manage large volume of tasks while providing excellent customer service
- Ability to exercise discretion on sensitive or confidential matter
- Complete state and federal requirements including but not limited to pre-license education, state and federal testing and federal background checks to obtain an appropriate license to conduct business in all states deemed necessary by the company.
- Complete required continuing education deemed necessary by federal, state and company guidelines.
Nice To Haves
- Encompass experience a plus
- Bilingual Spanish a plus
Responsibilities
- Overcome client’s objections and offer advice and solutions on how to better handle their mortgages
- Thoroughly answer any questions or needs of the borrowers
- Ensure that clients are fulfilling their financial goals and needs
- Keep constant communication with clients through the loan process from application to closing
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
