Job Description

The Consumer Direct Loan Officer is responsible for educating clients on the home-buying or refinances process and providing the highest customer service while taking loan applications to closing.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Overcome client's objections and offer advice and solutions on how to better handle their mortgages
• Thoroughly answer any questions or needs of the borrowers
• Ensure that clients are fulfilling their financial goals and needs
• Keep constant communication with clients through the loan process from application to closing

At UHM, we understand diversity comes in many different forms. It's our commitment to improve inclusion in the workplace through programs and policies that establish a positive and inclusive environment where every Partner, regardless of their background, can grow and excel. We value diversity, educate on equity, and create inclusive partner opportunities to ensure that you know #UBelongAtUHM!

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE

• High school diploma or equivalent
• 3+ years of sales mortgage experience
• This position requires that all licensing requirements are met per the SAFE Act
• Encompass experience a plus
• Bilingual Spanish a plus

SKILLS

• Excellent telephone, communication (oral and written), interpersonal and organizational skills
• Positive attitude with lots of energy and self-motivation
• Excellent computer skills with experience in Microsoft Office, Excel and Google Apps
• Various work backgrounds and experience levels
• Ability to work well independently as well as in a team environment and take constructive criticism, coaching and feedback on a consistent basis
• Ability to work various schedules and overtime
• Ability to forage and maintain excellent working relationships with all members of the team
• Ability to multitask, prioritize, and manage large volume of tasks while providing excellent customer service
• Ability to exercise discretion on sensitive or confidential matter

CERTIFICATES, LISENSES, REGISTRATIONS

• Complete state and federal requirements including but not limited to pre-license education, state and federal testing and federal background checks to obtain an appropriate license to conduct business in all states deemed necessary by the company.
• Complete required continuing education deemed necessary by federal, state and company guidelines.

Job Tags

Work at office,

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