National Builder Loan Consultant

Sales Scottsdale, Arizona


Position at TRI Pointe Connect

Position Summary: 

The National Builder Loan Consultant will work a large number of referrals through the builder.  Examine, evaluates, and documents applications for credit approval on real estate loans and maintains the operational standards set forth by the builder.

Responsibilities:

  • Communicate positively and professionally with operations staff throughout the process of the loan to ensure a smooth closing.
  • Engage in managing the loan pipeline with all team members to meet company efficiency standards.
  • Meet with borrowers to determine best loan program for individual needs after analyzing income, assets, credit, and property.
  • Collect all required documentation from borrowers and convert to paperless documents.
  • Prepare and submit loan submission sheet to set up.
  • Read and understand rate sheets, product codes, loan level price adjustments in order to calculate rates and fees.
  • Negotiate and confirm rates, fees, and lock terms with customer.
  • Lock loans in the system with agreed upon terms and manage locked pipeline through the funding.
  • Communicate regularly with borrowers to meet desired expectations.
  • Maintain minimum productivity goals.
  • Comply with organizational standards, polices, and procedures.
  • Perform other related duties as assigned and required.

Requirements:

  • High school diploma or general education degree (GED) required.
  • 1 -3 years of experience in the financial services industry.
  • NMLS loan originator license required.
  • Continuing education classes required by licensing authority
  • Continuing training classes required by the company to meet CFPB requirements

 The Perks:  

  • Competitive compensation reliant on ability & experience
  • Excellent benefits package including multiple health, dental & vision options
  • Company paid life and AD&D Insurance, as well as additional voluntary benefit possibilities
  • 401K with robust company match
  • 15+ PTO days, in addition to 8 paid company holidays
  • The opportunity to work for America’s Lender under the vision of industry legend, Anthony Hsieh