Loan Officer

• Source mortgage leads
• Build relationships with real estate agents and other lead sources
• Analyze potential loan markets and develop referral networks
• Market CCM products and services to individuals and firms
• Meet with applicants, obtain loan application information, and answer process questions
• Analyze applicants’ financial status, credit, and property evaluations to determine loan feasibility
• Explain loan types, credit options, and service terms
• Generate complete loan applications and corresponding documentation
• Inform applicants of additional requirements and improve applications and documentation
• Answer customer questions and respond to requests
• Handle and resolve customer complaints
• Own communication with real estate agents and referral sources
• Confer with processing and underwriting to resolve mortgage application problems
• Maintain mortgage industry knowledge through education, publications, networks, and professional organizations
• Participate in mortgage sales activities, including closings, open houses, CCM seminars/trainings, and lead-generating activities

Senior Loan Officer originating and processing mortgage loans for nationwide lender CrossCountry Mortgage

Senior Loan Officer

Senior Loan Officer originating and processing real estate mortgage loans for CrossCountry Mortgage, a nationwide distributed retail mortgage lender. Building referral networks, evaluating credit, and guiding applicants through loan applications.

• Develop and maintain relationships with real estate professionals, builders, attorneys, and other referral sources to generate new business
• Conduct compliant mortgage pre-qualification interviews and recommend loan solutions aligned to customer needs
• Manage residential mortgage loan applications from origination through processing while ensuring regulatory and policy compliance
• Proactively follow up on leads and maintain a strong pipeline of prospective borrowers
• Identify additional banking needs and refer or cross-sell appropriate products and services
• Promote mortgage lending programs within the community, including outreach to low-to-moderate income individuals and underserved areas
• Collaborate with internal processing teams to support timely and efficient loan closings
• Prepare and maintain accurate records and reports related to loan origination and customer activity
• Operate in compliance with internal policies, applicable regulations, Bank Secrecy Act/Anti-Money Laundering requirements, and S.A.F.E. Act requirements
• Report suspicious activity, customer complaints, procedure violations, and ethical concerns as required

Residential Loan Officer guiding mortgage borrowers and growing relationships at Associated Bank

Residential Loan Officer

Residential Loan Officer guiding mortgage borrowers through applications and closings at Associated Bank.
Building referral networks and promoting banking products across Wisconsin communities.

• Partner with a Loan Officer to drive customer engagement, follow-up, and pipeline movement
• Guide customers through the mortgage process using a consultative approach
• Communicate via phone, email, and digital channels
• Identify customer needs, present options, and address objections to support conversion
• Build relationships with New Home Consultants, internal partners, and referrals
• Participate in builder, realtor, and community activities that generate leads
• Maintain accurate loan data, documentation, and notes in the LOS
• Track follow-ups, milestones, and next steps to support on-time closings
• Review pipeline activity and reports to understand loan progress end to end
• Help gather required documentation for processors and closers
• Complete classroom and online training on products, pricing, compliance, and the loan lifecycle
• Train on mortgage rate sheets, pricing, and rate locking
• Complete required testing and licensing
• Maintain compliance knowledge, including RESPA and continuing education
• Use CRM, LOS, digital tools, AI, and automation to manage leads and workflows
• Use data insights to improve customer experience and pipeline performance
• Identify process improvements that increase selling time and team efficiency

Lennar mortgage sales trainee converting leads and developing toward Loan Officer responsibilities

Loan Officer Associate

Lennar mortgage sales trainee engaging customers, converting leads, and managing loan pipelines. Building technology, compliance, and sales skills toward producing Loan Officer responsibilities.

• The Senior Commercial Loan Officer is responsible for executing the Credit Union’s strategic priorities and objectives related to commercial real estate loan products.
• Responsible for developing and building relationships with commercial loan brokers, economic development programs, and California businesses, providing a variety of commercial real estate loan and deposit products and services based on the members' needs.
• Collaborates with other business units and serves as a commercial real estate lending expert for the credit union.
• Monitors and controls loan data by ensuring data is accurately booked against documentation.
• Manage, grow and execute business development activities and maintain pipeline statistics surrounding these activities.
• Individually generate annual commercial real estate loan production as agreed by management.
• Develop, implement, and maintain effective production strategies that enhance Golden 1 Business Services market position to help the credit union achieve budgeted business services production goals.
• Mentor and lead business loan officers and support team in the loan processes and member service best practices.
• Ensure effective delivery of exceptional member service, loan quality, and loan retention by building relationships with California businesses that exceed the alternatives in the marketplace.

Senior Commercial Loan Officer executing commercial real estate loan strategies and managing relationships

Senior Commercial Loan Officer, Sacramento Region

Senior Commercial Loan Officer executing commercial real estate loan strategies while building relationships with California businesses. Collaborates with credit union peers to achieve business objectives.

• Generate, evaluate, and structure commercial loan opportunities, including CRE, term loans, lines of credit, and SBA 7(a)/504 products.
• Perform initial financial analysis and pre-screening to assess creditworthiness and deal viability.
• Coordinate with internal teams (underwriting, closing, and administration) to efficiently move loans from origination through closing, ensuring complete and accurate documentation.
• Serve as a primary point of contact for borrowers, credit union partners, and internal stakeholders to ensure a seamless lending experience.
• Build and maintain referral networks (CPAs, brokers, attorneys, etc.) and represent the organization at events to generate new opportunities.
• Educate clients and partners on lending solutions, maintain regular touchpoints, and support long-term relationship expansion.
• Stay informed on market trends and collaborate with marketing on targeted business development initiatives.
• Uphold high levels of responsiveness, professionalism, and service in all interaction.

Commercial Loan Officer originating and managing commercial lending opportunities for financial institutions.

Commercial Loan Officer

Commercial Loan Officer responsible for originating and advancing commercial lending opportunities. Collaborating with internal teams and building referral relationships to ensure growth and success.

• Coordinate and manage the closing process for C&I and SBA loan transactions from approval through funding.
• Review loan approvals, commitment letters, and credit documentation to ensure all closing conditions have been met.
• Prepare and review loan closing packages for accuracy, completeness, and compliance with approved loan structures.
• Facilitate communication among lenders, borrowers, attorneys, title companies, and other third parties to ensure timely closings.
• Coordinate commercial real estate closings, including review of title commitments, surveys, insurance, and closing documentation.
• Review, verify, and perfect various forms of collateral, including: Commercial and residential real estate, UCC collateral filings, Deposit accounts, Stock and investment account collateral, Life insurance assignments, Equipment and other business assets.
• Ensure proper lien perfection and collateral documentation in accordance with bank policies and regulatory requirements.
• Prepare and file UCC financing statements, amendments, continuations, and terminations.
• Review organizational documents, authority documentation, and legal opinions for business entities.
• Verify compliance with SBA loan program requirements and documentation standards.
• Coordinate loan funding and boarding activities with operations and accounting teams.
• Maintain complete and accurate loan files and collateral records.
• Resolve documentation exceptions and post-closing issues in a timely manner.
• Support internal and external audits, loan reviews, and regulatory examinations.

Commercial Loan Closing Officer coordinating loan transactions for Servbank

Commercial Loan Closing Officer

Commercial Loan Closing Officer coordinating, preparing, and closing C&I and SBA loan transactions at Servbank. Ensuring compliance with bank policies and timely loan funding.

• Originate and close residential mortgage loans that meet organizational goals and maximize profitability
• Meet and exceed performance goals, ensuring compliance with lending regulations and maintaining loan quality
• Ensure a high level of member satisfaction through the delivery of excellent service and execution of the daily operations of the Credit Union's Member Experience protocols according to established standards
• Develop and maintain self-generated referral relationships with real estate professionals and other key partners through branded marketing, events, and educational outreach
• Guide members through the loan application process with integrity and a sense of urgency
• Maintain knowledge of loan products and underwriting guidelines
• Provide consultative service to members, analyzing financial information and identifying appropriate loan solutions
• Partner with Logix Retail Banking team to deepen member relationships
• Work collaboratively with processing and underwriting teams to deliver on-time closings and member delight
• Leverage Logix business partners to identify sales opportunities and drive member engagement
• Actively leverage marketing strategies and Customer Relationship Management (CRM) tools to build a sustainable pipeline and deliver best-in-class member experience
• Develop and execute personalized marketing campaigns using CRM tools and automated workflows
• Collaborate with Marketing to deploy email campaigns, social media, and branded content
• Use digital platforms to grow presence in Logix market area

Real Estate Loan Officer originating residential mortgage loans at Logix Federal Credit Union

Residential RE Loan Officer

Real Estate Loan Officer responsible for originating and closing residential mortgage loans. Focused on member service and developing referral relationships in the Valencia, CA area.

• Processes loan applications submitted by indirect program participants
• Serves as first point of contact to handle dealer and member inquiries
• Communicate with members and auto dealerships to acquire information necessary to complete loan processing
• Provides detailed comments in reference to conversations with members and dealers concerning all loans
• Responsible for effectively managing risks within the scope of assigned job responsibilities

Indirect Loan Officer processing vehicle loan applications

Indirect Loan Officer

Indirect Loan Officer at PSECU processing vehicle loan applications and handling dealer inquiries. Requires high school education and equivalent experience, with responsibilities in loan processing and communication.

• Handles loan volume as directed by each loan officer in a timely and efficient manner, while obtaining working knowledge of Company products as well as private and Government insured mortgage guidelines.
• Schedules appointments with potential customers for the loan officer(s).
• Interacts and interfaces with all parties involved in each individual loan transaction from application to closing.
• May assist loan officer in collecting additional documents and promptly communicating loan status to all interested parties. Obtains remaining or uncollected loan documentation after closing.
• Stays abreast of changes in rules and regulations pertaining to private and government insured mortgages.
• Maintains a professional image and adheres to standards consistent with company policies and procedures.
• Meets customer service standards as outlined by management.
• Other duties as assigned except discussing or negotiating loan terms or conditions, directly with potential customers.

Liaison supporting loan officers and facilitating loan transactions in the U.S.

Loan Officer Support

Liaison supporting loan officers in managing customer interactions and loan processing in Wauwatosa, WI. Responsible for assisting with loan documentation, appointments, and communication with all parties involved.

• Develop and maintain relationships with commercial real estate investors, borrowers, mortgage brokers, and other referral sources
• Source new lending opportunities for acquisition, refinance, cash-out, bridge, and value-add transactions
• Analyze borrower financial statements, rent rolls, operating statements, and property cash flows to assess creditworthiness and lending opportunities.
• Structure loan transactions that meet borrower objectives while adhering to credit policy and risk management guidelines
• Evaluate key credit metrics including Debt Service Coverage Ratio (DSCR), Loan-to-Value (LTV), debt yield, sponsorship strength, and global cash flow.
• Present lending opportunities and recommendations to Credit and Executive Management
• Negotiate loan terms, pricing, and conditions with borrowers and referral partners
• Manage the transaction process from initial screening through funding, ensuring timely execution and an exceptional client experience
• Coordinate with Underwriting, Appraisal, Legal, Closing, and Portfolio Management teams throughout the loan lifecycle
• Monitor market trends, property values, and competitive lending activity within assigned territories
• Maintain a strong pipeline of opportunities and achieve established production goals
• Ensure compliance with regulatory requirements, internal policies, and credit standards
• Support portfolio retention efforts, loan modifications, and relationship expansion opportunities as needed

Commercial Loan Officer managing relationships and transactions for Axos Bank

Commercial Loan Officer at Axos Bank responsible for originating loans secured by income-producing properties. Building relationships and managing transactions in commercial real estate lending.

• Develop new business with prospects that have the largest and most complex credit needs
• Maintain established market presence and extensive network of outside referral sources of new business
• Understand how to structure the most complex deals
• Prepare basic management reports summarizing loan activity
• Negotiate specific terms and conditions within parameters defined by credit decisions
• Finalize loan agreements with prospects and Customers and close sales
• Educate Branch Managers and staff about products and the lending process
• Responsible for growth goals (loans, deposits, fees)

Senior Commercial Loan Officer managing business development for complex credit needs

Senior Commercial Loan Officer at TD driving business development for complex commercial credit needs. Building and managing significant customer relationships while maximizing profitability and retention.

• Partner with a Loan Officer to drive customer engagement, follow-up, and pipeline movement
• Guide customers through the mortgage process using a consultative approach
• Communicate clearly and promptly via phone, email, and digital channels
• Support conversion by identifying needs, presenting options, and addressing objections
• Build effective relationships with New Home Consultants, internal partners, and referrals
• Participate in builder, realtor, and community activities that generate leads
• Maintain accurate loan data, documentation, and notes in the LOS
• Track daily follow-ups, milestones, and next steps to support on-time closings
• Review pipeline activity and reports to understand loan progress end to end
• Support processors and closers by helping gather required documentation

Loan Officer Associate assisting with mortgage sales at Lennar

Loan Officer Associate supporting mortgage sales processes and customer engagement at Lennar. Collaborating with Loan Officers and engaging with customers while learning the mortgage process.

• Support the Company’s growth through outside sales activities and lead generation
• Travel to various communities, realtors’ offices, and other appropriate locations on a regular basis to solicit new business and/or leads from home builders
• Conduct “First Time Homebuyer Seminars” in communities on a regular basis to develop leads and build relationships with New Home Consultants and prospective/current customers
• Review leads daily and contact prospective customers via telephone and email to set up in-person/virtual meetings
• Originate and prepare new loans in accordance with the “Loan Officer” agreement, signed at the time of employment, to ensure all loans meet the guidelines of the Products and Policies manual
• Advise and recommend to the customer regarding the various mortgage loan products based on the customer’s individual need
• Provide assistance to New Home Consultants on pre-qualifications of customers to develop a pipeline for outside sales

Loan Officer developing relationships to support outside sales activities

Loan Officer developing relationships and conducting homebuyer seminars to drive sales at Lennar. Responsible for originating loans and providing advice on mortgage products while engaging with customers.

• Analyzing, underwriting, and decisions all consumer loan applications consistent with credit union, department, and regulatory standards.
• Maintain a complete knowledge of all DCU products and services with a focus on Direct and Indirect consumer loan programs, policies, and guidelines.
• Maintain knowledge of compliance laws applicable to consumer loan originations, including but not limited to: Equal Credit Opportunity Act (ECOA), Regulation Z (Truth in Lending), Fair Lending, and other state and federal laws which may be applicable.
• Analyze the creditworthiness of the members with the aid of the Consumer Loan Origination (LOS) systems and by applying sound lending practices and procedures in accordance with the Credit Union's Loan Underwriting Guidelines.
• Approve, deny and counteroffer loan applications based on policies and guidelines, and document decisions.
• Provide thorough and accurate application recommendations to the Team Leader or Management when an application falls outside guidelines and/or authorized loan limits.
• Inform members, dealer partners, and branch staff of consumer loan decisions with tact and professionalism and within established time frames.
• Assist with the development and maintenance of department policy and procedure documents.
• Achieve monthly sales goal referrals as assigned by Team Leaders and Management, including cross selling additional products and services.
• Perform other job-related duties as assigned by Managers(s).

Consumer Lending Loan Officer analyzing loan applications for a credit union

Consumer Loan Officer

Consumer Lending Loan Officer analyzing loan applications for a credit union. Responsible for managing loan decisions and maintaining compliance with lending laws and guidelines.

• Cultivates strong member relationships by providing high-quality service and identifying financial needs to recommend appropriate products and services.
• Supports department sales goals by promoting and selling a full range of financial products, including depository products, consumer loans, insurance, and real estate loans.
• Executes the Credit Union's Member Experience protocols, assessing member financial needs and identifying referral opportunities for business partners such as Financial Consultants, Business Banking, and Insurance Services.
• Utilizes credit scoring, sound lending practices, regulatory requirements, and sound judgment to make informed lending decisions for the benefit of members.
• Clearly explains loan denials, explores alternative options, and advocates for members as needed.
• Processes member applications, including loan funding and payment setup, with accuracy, efficiency, and attention to detail.
• Ensures the quality and accuracy of all work performed.
• Identifies business development opportunities through outbound calling efforts and other initiatives.
• Responds promptly and professionally to member inquiries via telephone, credit union SMS, and/or email, addressing member questions and other member needs.
• Monitors individual pipelines for timely follow-up, ensuring all members requesting consumer and real estate applications are contacted to confirm delivery.
• Conducts fraud prevention efforts through detailed interviews, documentation review, and identifying high-risk factors using credit reports.
• Participates in staff development programs and may assist in training and mentoring other team members to promote continuous improvement in sales, service, quality, and teamwork.
• Ensures compliance with all applicable laws, regulations, and Credit Union policies, including Fair Lending Practices.
• Maintains accurate and current files, performs routine office duties, and handles other responsibilities as assigned.

Loan Officer handling inquiries and processing loans at a credit union

LPC Loan Officer

Loan Officer responsible for loan inquiries, processing, and fostering member relationships in a federally insured credit union. Collaborating to maintain high loan quality standards and exceptional member experiences.

• Take full ownership of sales by personally sourcing & funding $2–3+ Million in closed loans per month.
• You'll build direct-to-sponsor and broker relationships, prospect for new business opportunities, and develop connections with key industry players to create a steady pipeline of loans.
• Use your industry knowledge to structure and originate a range of loan products, from $30MM guidance lines to $15MM projects and competitive pricing across Fix-and-Flip, Ground-up Construction, and DSCR - you’ll have the products to serve clients and dominate the market.
• Be the driving force behind every deal, from initial outreach to loan structuring, underwriting, approval, and closing.
• You'll work closely with internal teams to facilitate smooth and timely loan processing.
• Educate business partners, referral sources, brokers, and investors on the Lima One value proposition, and become a trusted advisor in your markets for all things real estate investment property finance.
• Strengthen your presence in the real estate investor community by speaking at industry events, leading roundtable discussions, and building strong partnerships.

Regional Loan Officer funding nationwide real estate investment loans.

Regional Loan Officer

Regional Loan Officer working remotely to fund real estate investment loans nationwide. Building relationships and advising clients on diverse loan products in the private lending industry.

• Provide excellent customer service
• Manage client relationships and identify client service and sales needs
• Respond to customer inquiries and referrals that are generated from your contacts
• Conduct interviews with prospective borrowers in order to analyze financial and credit data
• Marketing, promoting, and selling Company’s loan products
• Negotiate rates and terms
• Define and manage customer loan process expectations
• Monitor and manage workflow to ensure timely closing
• Maintain product knowledge and stay up to date on changes to market conditions
• Comply with all applicable laws and regulations released to residential mortgage lending

Licensed Loan Officer promoting and selling loan products in a team-oriented environment

Licensed Loan Officer in a team environment providing excellent customer service and managing client relationships. Promoting and selling loan products with a focus on timely closing.

• Leveraging a consultative sales approach, you will advise customers on the purchase of additional protection products including vehicle protection services and other offerings
• Provide customers with a thorough explanation of the terms of their loans, as well as aftermarket products and extended service contracts
• Act as a product sales expert, maintaining elevated product sales attachment goals and expectations
• Effectively manage and maintain a large pipeline of prospective customers, and maintain acceptable levels of conversion
• Conduct business in an ethical and professional manner, in congruence with our lender guidelines, finance laws, and internal compliance guidelines
• Process finance deals accurately and fairly through financial sources to secure funding
• Perform needs assessments, overcome objections and manage the expectations of customers
• Other duties may be assigned

Senior Loan Officer handling auto loan refinancing for Caribou Financial

Senior Loan Officer – Auto Refinancing

Senior Loan Officer specializing in auto loan refinancing at Caribou Financial. Advising customers on loan terms and additional protection products, managing a large pipeline of prospective clients.

• Meet with potential clients to understand their financial needs and find the best mortgage product
• Empathize with clients and partners
• Originate residential mortgage loans in accordance with Bank policy
• Adhere to the Bank’s privacy and data security policies

Loan Officer originating residential mortgages in a fully remote position

Consumer Direct Loan Officer

Loan Officer at Leader Bank originating residential mortgages while providing outstanding client service. Work remotely with the Consumer Direct Team focusing on client engagement and product knowledge.

Loan Officer jobs in United States

See all jobs on JobTailor

Senior Loan Officer

Residential Loan Officer

Loan Officer Associate

Senior Commercial Loan Officer, Sacramento Region

Commercial Loan Officer

Commercial Loan Closing Officer

Residential RE Loan Officer

Indirect Loan Officer

Loan Officer Support

Commercial Loan Officer

Senior Loan Officer

Loan Officer Associate

Loan Officer

Consumer Loan Officer

LPC Loan Officer

Regional Loan Officer

Loan Officer

Senior Loan Officer – Auto Refinancing

Consumer Direct Loan Officer