Mortgage Loan Advisor, Outside Sales (Part-Time)

As a Part-Time Mortgage Loan Advisor at One Real Mortgage, your responsibility will be to kickstart the mortgage process for potential clients. This includes the preparation, analysis, and verification of mortgage loan applications for real estate purchases or refinancing. Additionally, you'll play a crucial role in cultivating and nurturing strong relationships with local real estate agents to pinpoint potential homebuyers seeking mortgage services. You will implement effective lead-generation strategies to establish and maintain a self-generated pipeline of potential clients.

Duties/Responsibilities: • Develop and implement lead generation strategies by creating and managing a self-generated pipeline of potential clients. • Collaborate with real estate agent partners to track and analyze the effectiveness of lead-generation strategies. • Meet with both prospective and existing clients to gain insight into their lending needs, which may include first-time mortgages and refinancing of existing loans. • Assist clients in completing mortgage applications, meticulously inspecting completed documents for accuracy and completeness. • Provide expert advice to applicants regarding various loan options, helping them make informed decisions. • Enter essential and mandatory information into the Loan Origination System to ensure file completeness and compliance. • Review loan applications, retrieve and review credit reports, and accurately input relevant data into the Loan Origination System. • Collaborate with the Loan Processor to address outstanding conditions and facilitate the smooth progression of loans toward approval. • Oversee the entire loan process, from application to closing, ensuring all steps are completed accurately and efficiently. • Provide continuous support and assistance to clients throughout the lending process, addressing their inquiries and concerns promptly.

Required Skills/Abilities:
• Active mortgage loan originator license.
• Financial or Business Administration background.
• Time Management.
• Knowledge of Financial Software; eg Encompass.
• Maintain referral relationships, strong customer service skills.
• Ability to analyze and interpret data with an attention to detail.
• Critical thinking.

Education and Experience:
• Bachelor's degree in Finance or Business Administration required.
• 1-3 years experience in lending or related fields preferred.

Must-Have:
• Ability to truly encompass our Company Core Values:
• Work Hard. Be Kind.
• “We” are bigger than “me”.
• Tech x Humanity.

Physical Requirements: • Sit for long periods of time.

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