Description

• Establish relationships with referral partners.
• Loan officer is a sales person.
• Customize a tailor-made loan solution to fit each clients financial profile.
• Coach and guide clients through the loan process.
• The best Loan Officers possess both excellent communication skills and mathematics skills.
• The ability to be a “Hunter“ is a necessity in order to make this a lifelong career.
• Through personal and company marketing efforts, generate and procure leads for clients who need a mortgage to either buy a home or refinance their home.

Skills Needed

• Referral partners consist of real estate agents, professional organizations, financial planners, accountants, and more.
• Computer and mobile device usage skills.
• Understand the calculation of income and assets for clients.
• Understand personal use of credit by clients.
• Goal Setting ability is a must. Goals for monthly and annual production levels are needed.
• Make oneself available at many different hours of the day and on weekends in order to help clients and real estate agents take care of their business when needed.
• Possess excellent time management skills.
• Ability to think clearly under high-pressure situations.
• Complete all the necessary legwork upfront in order to guide clients through a real estate purchase transaction.