Consumer Direct Loan Originator

What You’ll Do

• Proactively make outbound phone calls to both potential and existing borrowers who have inquired about a mortgage purchase or refinance via the internet and other sources.
• Complete a financial analysis and assess individual needs of each customer.
• Research mortgage guidelines and structure loan options for customers based on their financial and personal needs.
• Present customers with mortgage options; provide guidance to ensure the customer is able to make an informed decision.
• Assist customers in completing a mortgage application.
• Obtain required documentation from customers in a timely fashion in order to submit their loan application for processing.
• Monitor status of the loan application and follow up with customer as needed to obtain additional documentation and provide status updates.
• Effectively work with internal departments to ensure the loan is processed, underwritten, and closed in an efficient and timely manner.
• Manage day to day transactions and relationships with customers and vendors.
• Other duties as assigned.

• Associates or Bachelors degree preferred.
• Possess experience within a call center environment and be able to communicate with confidence and poise.
• Excellent interpersonal, organizational, communication (both written and oral), and telephone etiquette skills.
• Exceptional aptitude for math and financial analysis.
• Sales experience preferred.
• Thrive in a fast-paced environment while maintaining a positive attitude.
• Must be a self‑starter, motivated and energetic.
• Must have strong time‑management skills with the ability to determine priorities and meet deadlines.
• Demonstrate integrity, ethics, accountability, responsibility, initiative and teamwork.
• Ability to work independently and take direction.
• Must possess a working knowledge of computers to include MS Word, Excel and Internet.
• Must meet all NMLS requirements.

• Medical Insurance
• Dental
• Vision
• Life insurance
• Accidental death and dismemberment
• Short‑term and long‑term Disability Insurance
• Parental Leave
• Employee Assistance Program (EAP)
• Traditional and Roth 401(k) with company match
• Flexible Spending Account (FSA)
• Employee Stock Purchase Plan at 5% discount
• Critical Illness Insurance
• Accident Insurance
• Transportation and Commuting Benefits
• Banking Benefits
• Pet Insurance

The minimum estimated hourly rate for this role is $15.00, along with eligibility to earn monthly commissions. Actual pay rate may vary based on several factors, such as a candidate’s location, qualifications, skills, and experience.

Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.