Job Description

Schedule: Monday through Friday (ONSITE ONLY)

Hours: 9:00am-6:00pm

Lunch Break: 1-hour lunch break (unpaid)

*This is an entry-level position*

Compensation: $18-22/hr depending on experience (2-4 year commitment)

FLSA Status: Hourly Non-Exempt

Benefits:

• Paid Time Off (PTO)
• Health, Vision, and Dental Insurance
• 401k Benefits
• Employee Assistance Programs (EAP)
• Life & AD&D Insurance
• Short-Term Disability

Job Summary:

The Mortgage Loan Apprentice is a training position to learn the business of home loans from a top producing Loan Officer and team. They will be in direct communication with Clients, Realtors, Builders, and Business Partners. This position requires a sales minded individual excelling in time management with precise communication. Extensive hands on training will be provided. The ideal candidate will thrive in a fast paced environment, and be eager to grow with a top producing loan team closing $100Million+ annually.

Top 3 Responsibilities and how you will be measured:

1) Lead Management and Conversion

Measurement: Appointments set, credit pulls, completeness/accuracy of application (capacity 50 - 75 leads/mo). Convert up to 75 leads per month with a 40+% conversion rate to application

2) Lead Follow Up

Measurement: Following up with pre-qualified borrowers, executing team checklist for touchpoints. Generate current client referrals

3) Sales Growth

Measurement: Working as a loan partner on a top producing team while learning to originate/obtain NMLS license, self-sourcing business tactics, and how to build a successful pipeline.

Job Requirements:

· Must be properly NMLS licensed within 360 days.

· Ability to cold-call new contacts without fear.

· Must be self-motivated, dependable and have a “Can Do” Attitude.

· Demonstrate outstanding customer service skills, prioritization, multitasking, and diplomacy skills.

Essential Duties of the Position:

· Follow up on new loan leads within three hours per “Pre-qual Lead Sheet” instructions.

· Set, manage, and confirm all appointments for the Clients to come in and meet with Loan Officer and/or LP II for loan applications: communicate what items to bring in for appointment etc.

· All leads added to lead tracker, ensure follow up attempts made until appointment is set

· Update referral partners on status of leads received

· Maintain a 40% or higher conversion rate from lead to appointment

· Manage documentation and collect application

· Continue to assume responsibilities and help the team grow.

· Attend all Lunch and Learns and happy hours and obtain at least 8 referral sources to come to each one of the aforementioned monthly events.

· Attend and actively participate in daily team meetings, Monday loan reviews, and Sales meetings.

· Obtain referrals from current clients.

· Detailed comments are to be entered into Encompass files conversation log to document each conversation regarding a file.

Physical Demands:

While performing the duties of this job, a person is regularly sitting in a standard office environment, at a desk, using a computer, phone, fax, and copy machine. This person may occasionally need to lift up to 20 pounds.

Work Environment:

Regularly in a standard office environment.

Occasionally out of the office meeting with referral partners and clients.

This job description reflects management’s definition of the essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. In addition, the above statements are intended to describe the general nature and level of work being performed by the person assigned to this job.

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