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Senior Loan Advisor
Freedom Mortgage
Tempe, AZ, United States
Job Details - this job has expired, please see similar jobs below
The Senior Loan Advisor is a customer focused, inside sales position within the Call Center. Will be responsible for both in-bound and out-bound calls through marketing campaigns. Will conduct the initial pre-qualification phone screen, and prepare the loan application and necessary documentation. Will provide high quality service to both internal and external customers by selecting the best options and taking ownership to resolve problems and meet customer needs.
Essential Job Functions:
• Analyzes applicant information to determine whether the client is likely to qualify for the desired loan program.
• Assists customers in choosing the proper program that best fits their needs and takes the initial loan application.
• Provides guidance on the risks and benefits of the different programs available to the client. Explains and communicates the terms of each product and ensures that all of the required documents and disclosures are signed and returned in a timely manner.
• Builds relationships with both internal and external customers.
• Is responsive to customer needs and expectations.
• Exhibits professionalism and takes pride in work when dealing with the customers.
• Utilizes Freedom Mortgage training materials, reference tools and other resources to provide accurate and up-to-date loan program/policy information to both external customers and internal business partners.
• Ensures exceptional customer experience by overseeing the loan process from origination to close and providing on-going communication to customers and business partners.
• Oversees and ensures successful completion of all assigned Mortgage Loan Officer Training activities.
• Understands and complies with requirements of applicable federal and state laws and regulations.
• Adheres to shift requirements.
• Actively seeks to develop self to next level (Executive Loan Advisor).
• Has excellent communication skills and is clear and concise when speaking with customers.
• Continually meets and/or exceeds the Sales KPI’s set by Management for Productivity and QA.