Loan Officer

Overview

The Loan Officer (LO) at LIONSCOVE is responsible for generating leads, managing client relationships, and facilitating the loan application process.

• Generate leads through outbound activities, local events, title searches, etc. that fit LIONSCOVE guidelines.
• Build and maintain a contact list for outreach via phone, email, and text, tracked in our CRM.
• Conduct regular virtual and face-to-face meetings with contacts outside the office.
• Monitor and update account records consistently to process leads and in process loan opportunities to close multiple loans monthly.
• Identify client needs and tailor outreach to highlight points of differentiation.
• Maintain in-depth knowledge of private lending loan products, guidelines, and documentation requirements.
• Research potential clients to customize proposals and approaches.
• Determine effective approaches to present loan benefits and positioning.
• Prepare detailed loan proposals.
• Meet with applicants to assess needs, collect application data, and determine eligibility.
• Submit loan applications promptly.
• Follow up internally and with clients to ensure timely closings aligned with expectations.
• Analyze active loan files regularly and propose solutions to expedite processing.
• Ensure compliance with all relevant guidelines, laws and regulations.

• Minimum of 3 years of experience in Loan Officer or residential real estate roles.
• Strong communication and interpersonal skills.
• Proven ability to generate and manage leads.
• In-depth knowledge of loan programs and private lending processes.
• Detail-oriented with excellent organizational and problem-solving skills.
• Proficient in CRM tools and compliance.