New Penn Financial

  • Loan Officer

    Job Locations US-MI-Kalamazoo
    Job ID
  • Responsibilities

    (iCIMS) MLO - Summit - Kalamazoo MI (3)




    Sells loan products offered by New Penn Financial, LLC
    Contacts prospective clients to develop and maintain referral sources
    Meets with prospective clients at outside locations such as a client’s home
    Makes in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower leads
    Engages in marketing and promotional activities in support of your own sales.
    Meets monthly minimum personal production goals (3 units)
    Takes mortgage loan applications and prepares effective loan proposals:
    Determines a consumer’s needs and offer the appropriate product
    Originates loans for appropriate amounts, rates, and terms that comply with NPF’s program guidelines
    Provides consumers with a superior level of customer service:
    Quickly and accurately answers all customer inquiries in a professional manner
    Obtains all information deemed necessary to process loan requests in a timely manner, including but not limited to credit reports, income verification, appraisals, lien searches, etc.
    Analyzes the information and provides insight where appropriate
    Provides assistance to applicants and solves all problems that may arise between application and settlement
    Stays informed of developing trends in the mortgage industry
    Attends/assists with scheduled meetings, training sessions and courses
    Maintains compliance with all industry-specific federal and state licensed activity requirements and New Penn Financials Code of Conduct
    Two (2) year college degree preferred (or equivalent experience)
    Minimum successful three (3) years mortgage loan origination experience
    Must qualify for and obtain state licensure in the states where New Penn Financial does business; mortgage licensure requires a good credit score, no tax liens and a clean criminal background check
    Proven sales skills and leadership abilities
    Ability to quickly connect with people in an outgoing, friendly manner
    Persuasive, selling communication skills
    Strong sense of responsibility for completing work quickly and accurately
    Ability to handle faster-than-average pace of activities
    Detail-orientation with efficient focus on work activities
    Careful decision-making skill with ability to avoid mistakes
    Ability to delegate in a positive style with thorough follow up skills
    Excellent oral, written, listening, and organizational skills
    Basic computer skills
    Ability to work independently


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