Loan Officer

Tri Pointe Homes Holdings, Inc.•Lake Mary, FL

7h•Onsite

About The Position

Are you passionate about making a real impact in the homebuying journey? At Tri Pointe Solutions, the financial services affiliate of Tri Pointe Homes, we’re redefining what it means to purchase a home. Our dynamic team is driven by innovation, collaboration, and a shared commitment to excellence. We offer a comprehensive suite of services—including mortgage, title, escrow, homeowner’s and title insurance—all integrated under one roof to create a seamless, high-quality lending experience for our borrowers. If you're ready to be part of a forward-thinking company that’s shaping the future of the industry, apply to join our outstanding team. Tri Pointe Connect, the mortgage affiliate of Tri Pointe Homes, is looking for an experienced individual to join our talented group in Orlando as a Loan Officer. Position Highlights: The Loan Officer is responsible for building and growing local relationships with the Tri Pointe Homes’ New Home Advisors in each community. Additional responsibilities include continually identifying, developing, and maintaining customer financing objectives, advising customers of product/pricing policies and guidelines while gathering any additional required information. The Loan Officer ensures exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements for FHA, VA and Conventional Loans. This position will be located on-site with the builder partner and will be attending/participating in on-site meetings with the New Home Advisors.

Requirements

Bachelor’s degree preferred.
Minimum 3-5 years of processing or origination experience, preferably within a builder environment
Active NMLS State license, able to obtain additional states as required
Thorough knowledge of all mortgage products to include FHA, VA, and Conventional loans
Working knowledge of loan origination systems, Encompass a plus
Working knowledge of automated underwriting systems
Strong overall computer skills, specifically Microsoft office products
Proven ability to build strong business relationships internally and externally.
Excellent communications skills, written and verbal
Exceptional customer service skills, live. Virtually and electronically
Ability to multi-task and work in a high paced environment
Ability to manage a large pipeline of loans
Deadline driven
Strong negotiation and persuasion skills
Organized and attentive to detail
Excellent problem solving skills
Strong analytical skills
Team player with the ability to work independently

Responsibilities

In conformity with company policies, procedures, and applicable law, the Loan Officer will collect and analyze each customer's financial information and assess if the individual can qualify for a specific loan product.
Advise the potential borrower regarding the risks and benefits of the loan alternatives, including the options and variables involved.
Discuss the loan products available to best meet the needs of the individual depending on their circumstances.
Ascertain all pertinent documentation to ensure the loan is approved. Obtain necessary supporting documentation and verify that the supporting documentation matches the information in the LOS.
Communicate effectively and manage relationships with all parties to include the homebuyer, New Home Advisors, Processing team, Underwriting team, Closing, title company, and the builder partner.
Perform the Rate Lock function, negotiating interest rates as necessary while staying within branch pricing parameters.
Manage personal production and ensure closings are handled appropriately and timely.
Meet and/or exceed company benchmarks as established by leadership.
Demonstrate the highest level of professionalism and customer service towards all customers.
Attend weekly meeting as required.
Use the appropriate Automated Underwriting System and submit loans to Underwriting department.
Maintain a strong working knowledge of how to originate loans based on the state, federal and investor guidelines.
Maintain a thorough working knowledge of all products, attend relevant continuing education classes and pass all required state/national exams as required.
Support any/all mortgage related training initiatives within Tri Pointe Connect and Tri Pointe Homes’ teams.
Ability to take on new responsibilities and duties as directed by leadership.