Inbound and Outbound leads provided by the company from our existing portfolio of clients
Process completed mortgage application for qualified clients
Communicate and set proper expectations with the client from the start of the transaction
Qualify clients for new mortgage loans using automated underwriting systems (DU/LP)
Deliver mortgage options to customer in one call to move forward with PHH Mortgage as their preferred lender
Collect pertinent information/documents from client to begin processing
Sends all required paperwork to client and provides excellent customer service
Adhere to all regulatory mortgage compliance guidelines
Partner with internal operations to consistently produce clean files and successfully complete transactions
Input transactions into PHH Mortgage’s lead management system
Communicate effectively with all parties to the transaction.
Offer excellent customer service to all borrowers
Structure business day to ensure balance of taking inbound leads and making follow-up contact with current sales pipeline in order to consistently meet minimum performance standards
Attend all trainings, sales meetings, orientations as directed
Increase knowledge of mortgage industry by completing all internal trainings timely
Ability to use multiple software applications at one time
Type more than 40 words per minute

High School Diploma, GED or military experience equivalent
Must Live within 75 miles of one of our PHH/Onity Locations. Dallas, West Palm Beach, Mount Laurel, Arizona Preferred.
Preferred 2 years of Loan Officer experience within a call center, phone sales, or consultative sales.
Ability to obtain industry required licensing and continued education (company sponsored) in multiple states.
Ability to maintain annually all federal and state licensing requirements
(This includes background and credit checks annually)
Customer service driven; responsive to client issues and concerns
Ability to effectively communicate with others in a professional manner
Proficiency in Microsoft Office programs, specifically Word, Excel, and Outlook
Must be able to work a shift anywhere between 8:00 am-10:00pm (one night per week) and rotational Saturdays (one per month)

Licensed Loan Officer, Direct Lending Sales – Refi Team

Key skills