Sr. Loan Officer
Listed on 2026-01-12
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Finance & Banking
Financial Sales, Financial Consultant -
Sales
Financial Sales
Overview
Branch Hybrid Loan Agents proactively solicit new residential mortgage business through two channels: by taking qualified, live inbound calls from company-generated marketing leads and by proactively soliciting new residential mortgage business and building a residual pipeline which they are free to manage to meet monthly and annual sales goals. Primary responsibilities include generating leads by actively networking with mortgage, real estate, and other related industry professionals and establishing relationships in the purchase and refinance markets.
They actively develop and maintain a network of relationships as a source of new mortgage loan business in the purchase and refinance markets and meet established loan quality and production goals. New American Funding is closing over $1 Billion home loans each month and adding to its growing servicing portfolio.
- Build rapport and leverage customer relationships with existing and potential borrowers to meet customer needs and exceed expectations.
- Analyze customers' financial situations and provide appropriate solutions by advising customers on the suitable loan products.
- Excel in a fast-paced environment with the ability to multitask and follow up with multiple customers and work on multiple files each day.
- Accept multiple live, qualified inbound leads daily.
- Lock loans at the point of sale, request initial documents from the customer, and submit an initial, paperless loan package to production staff.
- Structure and price loans accurately.
- 2+ years' full-time refinance or purchase loan origination experience in a retail or call center environment.
- Strong desire to succeed in a sales environment and be a top producer.
- Ability to correctly and accurately structure and price loans.
- Complete knowledge of conventional and government loan programs (purchase and refinance).
- Current TX DBO and NMLS license.
- High School Diploma or equivalent.
- Two or more recent years' full-time loan origination experience, preferably in a call center environment.
- Minimum of four approved state licenses through the NMLS.
Must be able to verify identity and employment eligibility to work in the U.S.
Other DutiesThis 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 to meet the needs of the organization.
Physical DemandsThe 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; 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.
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