Entry Level Mortgage Loan Officer Training
About The Position
Our Mortgage Loan Officer Trainee program is specifically designed for individuals new to the mortgage industry. The program aims to train and mentor participants, ultimately preparing them to graduate as Sr. Mortgage Loan Officers. As a Mortgage Loan Officer Trainee, you will work closely with the Inside Loan Agent Division, assisting Sr. Loan Officers. Your role will involve communicating with customers about their initial interest in obtaining a pre-approval. By gathering and relaying information related to the customer’s specific needs and interests, you will gain valuable knowledge and experience in the loan origination process. Successful Mortgage Loan Officer Trainees are effective communicators, engaging with customers and Sr. Loan Officers through email, telephone, and text/SMS. They provide a high level of customer service to all parties involved, ensuring an exceptional customer experience.
Requirements
- Previous or current call center or inside customer service or sales experience.
- Ability to demonstrate proficiency communicating with customers over the phone and via email.
- Knowledge of the mortgage loan refinance or home buying process.
- Proven experience bring outgoing, energetic, hardworking and willing to learn.
- Excellent customer service skills.
- Excellent written and verbal communication skills.
- Proficiency with Microsoft Office programs such as Word, Excel, and Outlook.
- Passionate about helping customers achieve financial goals.
- Must have passed NMLS exam
Nice To Haves
- 2 or more years of office or inside customer service / call center experience preferred.
- 1 or more years of experience working in the mortgage or real estate industry preferred.
- 2 or more years of customer service and/or sales experience preferred.
- High School Diploma or equivalent; some college preferred.
Responsibilities
- Assist customers in gathering documentation for underwritten pre-approvals.
- Establish rapport with customers via email and telephone.
- Educate customers on the next steps for pre-approval.
- Follow up on conditional items needed to complete the pre-approval process.
- Set realistic expectations to maximize customer satisfaction.
- Input gathered information into the computer system.
- Disposition customer files based on their interest and ability to proceed.
- Review customers’ credit reports to determine eligibility for loan qualification or referral to credit repair.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
