POSITION SUMMARY
Will be a loan originator in training responsible for limited clerical tasks assisting origination teams. This person must be exceedingly well organized, efficient, and resourceful.
The ability to interact with staff (at all levels) in a fast-paced environment, sometimes under pressure, remaining flexible, proactive, resourceful, and efficient, with a high level of professionalism and confidentiality is crucial to this role.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The essential functions include, but are not limited to the following :
- Completing essential licensing and sales training requirements to move forward on the path to becoming a licensed loan originator.
- Manage client call backs and live transfer to licensed loan originators.
- Performing other duties as assigned
MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)
- High school diploma or GED equivalent, must also be 18 years or older.
- Sound judgment, ability to think critically, including the ability to evaluate facts and data to draw conclusions, determine the downstream impact of decisions and associated risks.
- Ability to prioritize multiple tasks in a deadline-driven environment; strong sense of urgency and responsiveness.
- Excellent customer service, interpersonal, verbal and written communication skills
- Intermediate math skills.
- Strong detail orientation and highly organized.
- Demonstrate patience and professionalism when interacting with both internal and external customers.
- Ethical, with a commitment to company values.
- Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required
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