SUMMARY:

Join BSI Financial Services as a Loan Officer. As a Loan Officer, you will present mortgage opportunities to current and prospective clients over the phone and submit mortgage loan applications while serving as a point of contact through funding.

• Communicates professionally, confidently, and effectively over the phone with clients, explaining mortgage products and proposing the best solution based on customers’ needs.
• Makes outbound calls from a daily lead set of BSI Financial customers to solicit new mortgage applications and bring awareness to products offered by BSI Financial. Assist with inbound calls, including transferred calls from Customer Service and other BSI Financial departments regarding mortgage interest.
• Builds rapport and collects pertinent information from the customer to ensure a thorough and complete loan application. Sets expectations on the mortgage process, providing excellent customer service and follow-up.
• Sells mortgages following all regulations and explains to client requirements needed for closing based on product guidelines.
• Locks loans in Encompass after checking prices with retail, wholesale, and correspondent lenders.
• Partners with internal operations team members to consistently produce quality files. Maintains active communication with the processing team concerning client needs.
• Attends all training, sales meetings, and orientations as directed.
• Increases personal knowledge by staying abreast of product guidelines and industry trends
• Maintains timely and accurate records of all customer activity. Carries a high level of accountability for results and metrics