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Mortgage Loan Agent

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Job Snapshot
Location:
Costa Mesa, CA 92626 (map it!Map it! )
Employee Type:
Full-Time
Industry:
Other Great Industries
Manages Others:
Not Specified
Job Type:
Finance
Banking
Education:
None
Experience:
Not Specified
Travel:
Negligible
Relocation Covered:
No
Post Date:
11/4/2009
Contact Information
Contact:
Recruiter
Ref ID:
11048.9936863
Description Major Functions:

This position is responsible for processing daily loan requests. The daily functions include but are not limited to; taking applications from customer’s, pre-qualification of loan request selecting, selling loan product and quoting pricing.

Specific Duties:

  • Responsible for identifying customers needs, product type.
  • Pre-qualifying the customer loan requests
  • Responsible for quoting rates.
  • Entering customer information into desktop underwriter
  • Responsible for selling loan programs.
  • Sending out initial disclosures
  • Sending out welcome kits to customers
  • Submitting loan request to the processor

  • While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
    • Requirements Education and Experience:

  • High School diploma or equivalent preferred.
  • 1 year mortgage experience in a related role.

    Skills and Abilities:

  • Ability to take initiative and responsibility for solving problems.
  • Excellent organizational skills and attention to detail.
  • Ability to prioritize tasks and meet deadlines.
  • Excellent interpersonal, written and oral communication skills.

    Majority of time will be on the phone in a high volume atmosphere taking customer’s loan request and coordinating follow-up for loan processing. Overtime as needed.
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