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Mortgage Loan Officer

Company: UpEquity
Location: San Rafael
Posted on: August 6, 2022

Job Description:

Job DescriptionSalary: UpEquity is a new type of mortgage lender that empowers buyers to win in the most competitive markets. We ensure that our buyers are getting the most competitive rates and closing faster than the market average. We work with buyers AND agents and are looking for the best of the best to support these strong relationships. UpEquity is looking for motivated and driven individuals to join our growing, dynamic team! As a Loan Officer, your responsibilities will include, but are not limited to:

  • Close a minimum of 5 loans per month
  • Execute sales cadences with a goal of converting opportunities into closed loans using UpEquity's services and products
  • Find, prospect, nurture and qualify new leads through outbound prospecting via emails, calls, realtor relationships and various campaigns
  • Quoting and locking interest rates, reviewing loan applications, structuring the terms of a loan, and preparing client files for submission to underwriting review
  • Communicate complex mortgage products with clients. Be knowledgeable about proprietary UpEquity products, mortgage guidelines, and be able to help qualify potential customers
  • Responsible for negotiating the terms of the mortgage
  • Consult realtors and buyers on the value of UpEquity and its products
  • Prospect, nurture and qualify new realtors provided by the Business Development team to obtain additional business through various mediums of outreach
  • Develop new realtor relationships through personal networking
  • Act as a point of contact for clients during the entire loan origination process, answering questions, coordinating with the loan processing team, and collecting documentation as needed
  • Generate and manage a sales pipeline and reporting through our internal CRM tools while consistently meeting key metrics
  • Deliver "white glove service" to buyers and realtors throughout the transaction by responding to their needs and questionsWe know this role isn't for everybody, so this is what we're looking for:
    • Mindset to rapidly learn and adapt to a moving industry and company
    • A passion for continual learning with a desire and willingness to be coached
    • Self-starter with a "get-it-done" mentality
    • Displays the ability to multitask and effectively manage time
    • Exceptional communication skills
    • Ability to demonstrate a high work ethic
    • Possesses confidence, persistence, and relationship building skills
    • CuriosityPrior Experience(s) / Qualifications:
      • 2+ years of Loan Officer experience
      • Experience working on purchase transactions
      • $6mm+ in purchase volume closed over the last 6 months
      • Existing book of realtor businessBeing a competitive startup organization, we care a lot about our employees and want to take care of them the best we can. Not only does your hard work pay off monetarily but we offer great benefits, perks and incentives to make sure your efforts are recognized. We offer:
        • Competitive compensation
        • PTO + 13 holidays to enjoy work/life balance
        • Health benefits - Medical, Dental, Vision
        • Opportunities for growth and continuous development
        • An exciting and positive work environment - we have snacks and drinks for you daily!Important Details:
          • All candidates must have an NMLS license to originate in CaliforniaFor information on UpEquity, including more information on employee benefits and our company culture, visit our website at is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Keywords: UpEquity, San Rafael , Mortgage Loan Officer, Other , San Rafael, California

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