Loan Officer (Hybrid, in office up to 3x per week)
Cascade Financial Services
- Chandler, AZ
- Permanent
- Full-time
- Performs activities requiring an NMLS Loan Originator license.
- Handles incoming calls and performs outbound calls to customers seeking a loan from Cascade.
- Executes prescribed contact and sales strategies through consistent, capable operation of the Phone and Lead Management systems.
- Assists in gathering payment information as well as loan documentation including customer-executed documents.
- Prepares files for submission to Operations, works as needed with Operations to ensure the timely closing of the loans in the LO's pipeline.
- Provides excellent customer service through timely follow up and courteous professional correspondence with customers and Cascade team members.
- Maintains confidentiality of all sensitive customer and company information at all times.
- Works independently, operating within division or department policy guidelines using sound judgment to achieve assigned objectives.
- Complies with all safety policies, practices, and procedures. Reports all unsafe activities to supervisor and/or Human Resources.
- Participates proactively in team efforts to achieve departmental and company goals.
- Performs other Sales-related duties as assigned by Management.
- Active NMLS license is required.
- High School diploma or general education degree (GED)
- 2 years of completed college coursework at an accredited institution.
- Experience with Encompass and Velocify is a plus but is not required.
- Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write information and respond to questions from groups of managers, clients, customers, and the general public.
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
- Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form.
- Ability to deal with problems involving several concrete variables in standardized situations.
- Proficient personal computer skills including electronic mail, record-keeping, routine lead and phone system management activity, word processing, spreadsheet, graphics, etc.
- Can consistently organize and prioritize management-delegated assignments.