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Mortgage Analyst

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Position Overview

Originate residential mortgage loans as a licensed Mortgage Loan Originator in all states in which licensed.

Essential Job Functions

· Ability to obtain licenses to originate mortgage loans in states where licensed

· Meet established sales goals

· Work with clients, including evaluating stated credit, income and collateral, to identify the appropriate loan product
to meet their specific needs

· Take application and assist clients through the application process from start to finish

· Negotiate terms, structure loan financing based on client’s desired goals and qualifications

· Develop strong client relations to create long term business opportunities

· Support the company’s strong relationship culture through on-going client contact, quality customer service, and
superior product knowledge

Requirements

· Bachelor’s degree (B.A.) Finance, Business, or Economics or two to three years of related experience and/or
training; or equivalent combination of education and experience

· Excellent telephone sales skills; oral communication skills

· Knowledge of conventional and/or government guidelines

· Familiar with FHA and HUD guidelines (preferred but not required)

· Ability to “Close the Deal”

· Analytical and mathematical skills

· Proficient with Microsoft Office Products (Word, Excel, Outlook)

· Knowledge of Encompass a plus but not required

NOTE: This job description is not intended to be all-inclusive. Employee may perform other duties as directed
by management to meet the ongoing needs of the organization.

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See also

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