Mortgage Banker Trainee

General Purpose and Scope (Summary): This position is a sales position designed to generate residential mortgage loan applications. Trainee will be responsible for developing relationships with sources that can refer borrowers in need of a mortgage loan for their new house purchase or to refinance a property currently owned. Some of the more successful relationships are formed with Realtor's and Builder's. Responsibilities / Functions: Complete SAFE Act course work (20 hours plus 8 hours State Specific) Pass Mortgage Loan Originator Test to become a licensed MLO Training with Senior Management to include but not limited to: Qualifying Borrowers Learning Loan Origination Software Loan Programs & Product Knowledge Sales and Relationship Development Mortgage Application Flow and Milestones (understanding Processing, underwriting, and closing roles) Personal Traits / Competencies: Ability to communicate with a variety of people from borrowers, to staff members to third party vendors Strong verbal and written communication skills Strong negotiation skills Ability to complete mathematical and analytical tasks Ability to listen and make decisions quickly Attention to detail Ability to meet or exceed expectations Ability to learn quickly in a hands-on environment Goal Oriented Team player Desire to become an expert in their field Technical / Computer Skills: Proficient operation of Microsoft Office products Education and Experience: High school diploma or equivalent Excellent customer service skills Previous sales experience a plus

Created: 2024-10-22