PURCHASE MORTGAGE LOAN ORIGINATOR
Overview
The Purchase Mortgage Loan Originator is responsible for driving Purchase sales
through inbound warm transfers and outbound calling to portfolio retention
residential loan customers
Responsibilities
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Conduct outbound and receive inbound mortgage sales calls in a fast-paced call
center environment
• Solicit residential mortgage loans from a captive portfolio of Purchase candidates.
• Process residential loan applications according to established company and
regulatory guidelines.
• Send, receive and review applications, disclosure packages, and qualifying
documents from borrowers.
• Utilize systems for maintaining product knowledge, register loans accurately and
pipeline management
• Understand and articulate financial calculations, rates and fees, appraisals and
product guidelines
• Experience utilizing persuasive communication skills, inside sales experience
preferred.
• Use excellent follow-up skills to ensure targeted conversion rates are met
• Partner with operations teams to ensure the seamless transfer of file.
• Monitor and update CRM
Qualifications
SKILLS/KNOWLEDGE/ABILITIES:
• 2+ years of mortgage origination experience
• Must be self- motivated with high energy and a positive attitude.
• Must have excellent phone etiquette with articulate use of the English language.
Bilingual or multi-lingual preferred.
• Must be detail oriented and results driven with a focus on customer service.
• Must have excellent interpersonal, follow-up, and relationship building skills.
• Must have excellent written and communication skills as well as the ability to use
different computer software programs related to loan origination and customer
relationship management.
EDUCATION and EXPERIENCE:
• Mortgage origination experience required
• Recent call center purchase experience preferred
• Bachelor’s Degree preferred; Finance and Business Administration graduates are
encouraged to apply
• Encompass and Velocify experience preferred
Certifications, Licenses, and/or Registration
• Active NMLS
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the
essential functions. While performing the duties of this job, the employee is regularly
required to sit and use hands to handle, touch or feel objects, tools, or controls. The
employee frequently is required to talk and hear. The noise level in the work environment is
usually moderate. The employee is occasionally required to stand; walk; reach with hands
and arms. The employee is rarely required to stoop, kneel, crouch, or crawl. The employee
must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job
include close vision, color vision, and the ability to adjust focus.
EEOC
Bayview is an Equal Employment Opportunity employer. All aspects of consideration for
employment and employment with the Company are governed on the basis of merit,
competence and qualifications without regard to race, color, religion, sex, national origin,
age, disability, veteran status, sexual orientation, or any other category protected by
federal, state, or local law. While this description is intended to be an accurate reflection of
the position’s requirements, it in no way implies/states that these are the only job
responsibilities. Management reserves the right to modify, add or remove duties and
request other duties, as necessary.
The Purchase Mortgage Loan Originator is responsible for driving Purchase sales
through inbound warm transfers and outbound calling to portfolio retention
residential loan customers
Responsibilities
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Conduct outbound and receive inbound mortgage sales calls in a fast-paced call
center environment
• Solicit residential mortgage loans from a captive portfolio of Purchase candidates.
• Process residential loan applications according to established company and
regulatory guidelines.
• Send, receive and review applications, disclosure packages, and qualifying
documents from borrowers.
• Utilize systems for maintaining product knowledge, register loans accurately and
pipeline management
• Understand and articulate financial calculations, rates and fees, appraisals and
product guidelines
• Experience utilizing persuasive communication skills, inside sales experience
preferred.
• Use excellent follow-up skills to ensure targeted conversion rates are met
• Partner with operations teams to ensure the seamless transfer of file.
• Monitor and update CRM
Qualifications
SKILLS/KNOWLEDGE/ABILITIES:
• 2+ years of mortgage origination experience
• Must be self- motivated with high energy and a positive attitude.
• Must have excellent phone etiquette with articulate use of the English language.
Bilingual or multi-lingual preferred.
• Must be detail oriented and results driven with a focus on customer service.
• Must have excellent interpersonal, follow-up, and relationship building skills.
• Must have excellent written and communication skills as well as the ability to use
different computer software programs related to loan origination and customer
relationship management.
EDUCATION and EXPERIENCE:
• Mortgage origination experience required
• Recent call center purchase experience preferred
• Bachelor’s Degree preferred; Finance and Business Administration graduates are
encouraged to apply
• Encompass and Velocify experience preferred
Certifications, Licenses, and/or Registration
• Active NMLS
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the
essential functions. While performing the duties of this job, the employee is regularly
required to sit and use hands to handle, touch or feel objects, tools, or controls. The
employee frequently is required to talk and hear. The noise level in the work environment is
usually moderate. The employee is occasionally required to stand; walk; reach with hands
and arms. The employee is rarely required to stoop, kneel, crouch, or crawl. The employee
must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job
include close vision, color vision, and the ability to adjust focus.
EEOC
Bayview is an Equal Employment Opportunity employer. All aspects of consideration for
employment and employment with the Company are governed on the basis of merit,
competence and qualifications without regard to race, color, religion, sex, national origin,
age, disability, veteran status, sexual orientation, or any other category protected by
federal, state, or local law. While this description is intended to be an accurate reflection of
the position’s requirements, it in no way implies/states that these are the only job
responsibilities. Management reserves the right to modify, add or remove duties and
request other duties, as necessary.