Private Client Loan Originator

Production Santa Ana, California


Description

Responsibilities:

  • Spends majority of the time (50% or greater) working outside the office to generate sales through conducting calls and creating, developing and maintaining referral relationships with individually generated customers or company provided leads.
  •  Attend open mid-week and weekend open house
  • Capitalizes & converts on company provided lead sources to transition outbound calls to Doorway Home Loans customers.
  • Analyzes potential marketing scenarios and campaigns to develop future business opportunities.
  • Reads and understands rate sheets, product codes & loan level price adjustments in order to calculate rates and fees.
  • Negotiates and confirms rates, fees, and locks terms with customers.
  • Ensures compliance at all times regarding all mortgage regulations.
  • Meets with borrowers as necessary to determine best loan program for individual needs after analyzing financial situation of income, assets, credit and property.
  • Provides exceptional customer service to both internal & external parties including operations support staff, fellow peers & Doorway Home Loans customers.
  • Engages in managing the loan pipeline with all team members to meet company efficiency standards.

Requirements:

  • 5-years of experience working in a mortgage loan origination's capacity.
  • Active CA-DBO license; as required by SAFE Mortgage Licensing ACT.
  • Minimum 5 years of Mortgage Loan Origination experience, sourcing own leads.
  • Provide award-winning customer service.
  • Proven successful track record of accomplishments in originating loans and meeting sales goals.
  • Strong communication skills (verbal/written/listening/presentation.
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  • Strong familiarity of mortgage processes, procedures, rules, regulations, and compliance.
  • Develops and maintains respect with all employees and management; demonstrating a commitment to the company culture.
  • Excellent customer service, interpersonal and communication skills.