Loan Originator

• Establishing relationships with potential borrowers through working with company-provided leads, and in some cases self-generated leads
• Facilitating the relationship between the bank and borrower throughout the lifecycle of the mortgage process
• Ensuring all compliance guidelines are strictly adhered to
• Taking scheduled calls with consumers to meet branch weekly call-volume expectations and production goals
• Attending and contributing to pipeline meetings & sales team meetings
• Educating prospects about the functionality of the First Lien HELOC product and assessing whether the prospect will be a good fit for the loan product
• Interviewing loan applicants, collecting and reviewing financial information, determining creditworthiness and the merits of loan requests
• Establishing and negotiating the terms under which credit will be extended
• Providing materials for loan presentations
• Taking responsibility for primary communication with the borrower, building out the loan file, and determining required documentation
• Proactively communicating with borrowers throughout the mortgage process
• Analyzing complex files and resolving challenges
• Informing clients of the bank’s underwriting guidelines and applicable government regulations
• Managing personal pipeline to meet service standards and branch goals
• Keeping up with educational requirements and maintaining knowledge of relevant laws and products
• Complying with all applicable compliance guidelines
• Maintaining proper records and loan statuses within branch systems

First Lien Loan Originator establishing borrower relationships and facilitating mortgage processes at First Merchants Bank

First Lien Loan Originator at First Merchants Bank establishing borrower relationships and facilitating mortgage processes. Ensuring compliance and managing borrower communication throughout the mortgage lifecycle.

• Identify new customers and lending opportunities with property investors, and/or referral partners like brokers, realtors, buildings and other referral sources.
• Primary focus on driving sales, building and strengthening relationships with property investors, brokers and real estate agents from a variety of sources including company leads, referrals, industry events, etc.
• Cultivate strong relationships with existing and new potential borrowers via in-person meetings, calls and emails and other means; assume responsibility as primary escalation point to resolve customer issues and roadblocks.
• Develop and maintain in the CRM a client database for effective use of contact management tools and customer relationship management.
• Reach out to existing and new customers regularly to stay on top of industry trends and in front of your customers to build relationships and sell.
• Attend industry events and conferences, leveraging pre-planning, onsite meetings and post outreach to find and convert leads.
• Leverage the CRM marketing campaigns to nurture and stay in contact with all customers.
• Evaluate all transactions using standardized tools to size the deal(s), create quotes and terms sheets.
• Work with the Sales and Marketing team to identify all potential business sources towards the goal of meeting monthly loan volume goals.
• Facilitate the borrower approval process by collecting and providing the necessary information required for submission to loan processing.
• Pre-qualify loan packages when borrower or brokers require assistance.
• Monitor pipeline reports to determine status of all loans and act to alleviate any potential problems.
• Grow the Brand (Anchor’s and yours) with Blog posting, online posts and re-posts and marketing strategies to be in front of your current and future customer bases.
• Maintain constant and transparent dialogue with customers to keep them informed of status on submitted loans.
• Create strong partnerships with Valuations, Construction and Underwriting Department Leaders; provide overall loan pipeline prioritization and collaborate to solve inter department roadblocks.
• Stay up to date on industry and competitor trends; Using this information to inform product, sales and/or pricing.

Regional Loan Originator driving sales and nurturing client relationships at Anchor Loans

Regional Loan Originator

Regional Loan Originator at Anchor Loans meeting loan production goals by building relationships with real estate investors. Handling client interactions and operations throughout the loan cycle.

• Identify, develop, and close on prospective bridge loan borrowers
• Cultivate and maintain strong business relationships with borrowers
• Obtain all required paperwork and financial information from perspective borrowers
• Report business development and sales activity
• Meet with new and existing prospects
• Help develop and execute business plans with thorough market and competitor analysis

Loan Originator handling bridge loan programs for real estate

Loan Originator sourcing and closing relationships for bridge loans at Merchants Mortgage & Trust. Requires strong communication skills and experience in residential real estate financing.

Loan Originator jobs in Tennessee

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Loan Originator

Regional Loan Originator

Loan Originator