Sr. Retail Loan Officer

Newrez•Petaluma, CA

44d

About The Position

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Daily roles and responsibilities: Originate purchases and refinances of home loans. Engage with consumers, determine their needs, and offer the appropriate products. Take mortgage loan applications and prepare complete loan packages by obtaining all information deemed necessary to process loan requests in a timely manner, including but not limited to credit reports, income verification, appraisals, etc. Analyze the information and provide insight where appropriate. Make in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower leads. Stay in constant communication with clients through the loan process from application to closing. Stay informed of developing trends in the mortgage industry. Engage in marketing and promotional activities in support of your own sales. Meet individual monthly sales goals.

Requirements

Professional communication skills.
Origination experience in the mortgage or banking industry required.
2+ years’ origination experience
Active NMLS license
A solid understanding of product guidelines
Ability to connect with borrowers, friendly demeanor, customer service oriented.
Ability to work efficiently and accurately with proven success in a fast-paced environment.
Careful decision making, detail oriented.
Ability to work independently.
All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

Responsibilities

Originate purchases and refinances of home loans.
Engage with consumers, determine their needs, and offer the appropriate products.
Take mortgage loan applications and prepare complete loan packages by obtaining all information deemed necessary to process loan requests in a timely manner, including but not limited to credit reports, income verification, appraisals, etc.
Analyze the information and provide insight where appropriate.
Make in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower leads.
Stay in constant communication with clients through the loan process from application to closing.
Stay informed of developing trends in the mortgage industry.
Engage in marketing and promotional activities in support of your own sales.
Meet individual monthly sales goals.

Benefits

Medical, dental, and vision insurance
Health Savings Account with employer contribution
401(k) Retirement plan with employer match
Paid Maternity Leave/Parental Bonding Leave
Pet insurance
Adoption Assistance
Tuition reimbursement
Employee Loan Program
The Newrez Employee Emergency and Disaster Fund is a new program to support our team members
Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee
Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions