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Loan Officer Assistant

Company: New Penn Financial, LLC
Location: Summerville
Posted on: May 11, 2019

Job Description:

DescriptionPosition at Carolina One MortgageResponsibilities:Principal Duties

  • Sell loan products offered by New Penn Financial, llc
  • Contact prospective clients to develop and maintain referral sources.
  • Meet with prospective clients at outside locations such as a client s home.
  • Make in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower leads.
  • Engage in marketing and promotional activities in support of your own sales.
  • Meet monthly minimum personal production goals (3 units)
  • Take mortgage loan applications and prepare effective loan proposals:
    • Determine a consumer s needs and offer the appropriate product
    • Originate loans for appropriate amounts, rates, and terms that comply with NPF s program guidelines
    • Provide consumers with a superior level of customer service:
      • Quickly and accurately answer all customer inquiries in a professional manner.
      • Obtain all information deemed necessary to process loan requests in a timely manner, including but not limited to credit reports, income verification, appraisals, lien searches, etc. Analyze the information and provide insight where appropriate.
      • Provide assistance to applicants and solve all problems that may arise between application and settlement
      • Stay informed of developing trends in the mortgage industry
      • Attend/assist with scheduled meetings, training sessions and courses
      • Maintain compliance with all industry-specific federal and state licensed activity requirements and New Penn Financial s Code of ConductPrincipal Customers of the Position
        • Internal Customers: Underwriting, Processing, Closing, Quality Assurance, Vendor Coordination, and Secondary Marketing
        • External Customer: The Borrower(s)Qualifications:Education and Experience Requirements
          • Must qualify for and obtain state licensure in the states where New Penn Financial does business; mortgage licensure requires a good credit score, no tax liens and a clean criminal background check
          • Minimum successful 3 years mortgage loan origination experience
          • 2 year college degree preferred (or equivalent experience)
          • Proven sales skills and leadership abilitiesKnowledge, Skill and Ability Requirements
            • Ability to quickly connect with people in an outgoing, friendly manner
            • Persuasive, selling communication skills
            • Strong sense of responsibility for completing work quickly and accurately
            • Ability to handle faster-than-average pace of activities
            • Detail-orientation with efficient focus on work activities
            • Careful decision-making skill with ability to avoid mistakes
            • Ability to delegate in a positive style with thorough follow up skills
            • Excellent oral, written, listening, and organizational skills
            • Basic computer skills
            • Ability to work independentlyNew Penn Financial, LLC is an Equal Opportunity Employer and Equal Opportunity Lender.

Keywords: New Penn Financial, LLC, Summerville , Loan Officer Assistant, Other , Summerville, South Carolina

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