Mortgage Loan Originator

Dallas, TX
Permanent
Full-time

1 month ago

Job Description:OverviewThe Mortgage Loan Officer plays a key role within the Consumer Direct Lending team, serving as the primary contact for homeowners exploring mortgage refinance solutions. This position focuses on guiding clients through the full refinance process while delivering personalized financial recommendations and exceptional service. With access to company-generated leads, modern lending technology, and a competitive suite of loan products, the Mortgage Loan Officer is empowered to help clients achieve financial goals such as lowering monthly payments or consolidating debt. Success in this role requires a proactive approach, strong communication skills, and a results-driven mindset. This position is remote, however you are able to work hybrid in the Dallas, Texas office.
Responsibilities

Conduct outbound and inbound mortgage sales calls to educate and engage refinance candidates.
Solicit residential mortgage loans from a captive portfolio of eligible homeowners.
Process and submit residential loan applications in accordance with company policies and regulatory guidelines.
Manage application and disclosure documentation, ensuring timely communication and compliance.
Meet or exceed management-established production goals for refinance loan volume.
Utilize mortgage systems for accurate loan registration, pricing, and pipeline management.
Understand and clearly explain loan products, financial calculations, and pricing scenarios to customers.
Demonstrate excellent follow-up techniques to ensure strong application-to-close conversion rates.
Partner with processing and underwriting teams to ensure seamless and efficient loan experience.
Maintain and update borrower interactions and status within the CRM system (e.g., Velocify or equivalent).
Other duties as assigned.

QualificationsHigh school diploma or equivalent required; Relevant work experience in mortgage lending or related financial services may substitute for formal educationMinimum of 2 years’ experience in mortgage sales, preferably within a Consumer Direct or refinance environmentSolid understanding of residential mortgage products, including conventional, FHA, and VA loan programsProficient in loan origination systems (e.g., Encompass, Blend) and CRM platformsFamiliarity with pricing engines and lead management systems (e.g., Velocify)Strong verbal and written communication skills, with a customer-centric approachDemonstrated ability to meet or exceed sales goals in a high-volume, fast-paced settingBilingual in English and Spanish strongly preferredSelf-motivated, energetic, and results-oriented with a high attention to detailExcellent interpersonal skills, with proven success in follow-up and relationship managementCertifications, Licenses, and/or Registration

Active NMLS license

Physical Demands and Work EnvironmentWhile performing the duties of this job, the employee is regularly required to sit and use hands to handle, touch or feel objects, tools, or controls. The employee frequently is required to talk and hear. The noise level in the work environment is usually moderate. The employee is occasionally required to stand; walk; reach with hands and arms. The employee is rarely required to stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.EEOCLakeview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.#LI-RemoteMortgage loan officer, loan advisor, loan originator, senior loan officer, mortgage banker, senior loan originator. Senior loan officer

Bayview Asset Management

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