Entry Level Mortgage Loan Officer Training - New American Funding

Tustin, CA 92780

About the Job

Overview:

Position: Mortgage Loan Officer Trainee

[This is the first position in our training program]

**Must have passed your NMLS Safe Exam prior to starting**

We can provide you information regarding getting NMLS licensed

Location: Must be onsite in Tustin, CA

Position Summary:

Our Mortgage Loan Officer Trainee program is specifically designed for individuals new to the mortgage industry. The program aims to train and mentor participants, ultimately preparing them to graduate as Sr. Mortgage Loan Officers.
As a Mortgage Loan Officer Trainee, you will work closely with the Inside Loan Agent Division, assisting Sr. Loan Officers. Your role will involve communicating with customers about their initial interest in obtaining a pre-approval. By gathering and relaying information related to the customer’s specific needs and interests, you will gain valuable knowledge and experience in the loan origination process.
Successful Mortgage Loan Officer Trainees are effective communicators, engaging with customers and Sr. Loan Officers through email, telephone, and text/SMS. They provide a high level of customer service to all parties involved, ensuring an exceptional customer experience.

Responsibilities:

• Assist customers in gathering documentation for underwritten pre-approvals.

• Establish rapport with customers via email and telephone.

• Educate customers on the next steps for pre-approval.

• Follow up on conditional items needed to complete the pre-approval process.

• Set realistic expectations to maximize customer satisfaction.

• Input gathered information into the computer system.

• Disposition customer files based on their interest and ability to proceed.

• Review customers’ credit reports to determine eligibility for loan qualification or referral to credit repair.

Qualifications:

1. Previous or current call center or inside customer service or sales experience.
2. Ability to demonstrate proficiency communicating with customers over the phone and via email.
3. Knowledge of the mortgage loan refinance or home buying process.
4. Proven experience bring outgoing, energetic, hardworking and willing to learn.
5. Excellent customer service skills.
6. Excellent written and verbal communication skills.
7. Proficiency with Microsoft Office programs such as Word, Excel, and Outlook.
8. Passionate about helping customers achieve financial goals.

Desired Education/Experience:

1. 2 or more years of office or inside customer service / call center experience preferred.
2. 1 or more years of experience working in the mortgage or real estate industry preferred.
3. 2 or more years of customer service and/or sales experience preferred.
4. High School Diploma or equivalent; some college preferred.

5. Must have passed NMLS exam

Other Duties:

This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.

[EOE/M/F/D/V. Drug-free workplace.]

Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S.

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Source : New American Funding