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    Partners United Financial
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Loan Officer

Wyoming, Casper 00000 Casper USA


Principal Duties

  • Sell loan products offered by New Penn Financial, llc

  • Contact prospective clients to develop and maintain referral sources.

  • Meet with prospective clients at outside locations such as a client’s home.

  • Make in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower leads.

  • Engage in marketing and promotional activities in support of your own sales.

  • Meet monthly minimum personal production goals (3 units)

  • Take mortgage loan applications and prepare effective loan proposals:

    • Determine a consumer’s needs and offer the appropriate product

    • Originate loans for appropriate amounts, rates, and terms that comply with NPF’s program guidelines

  • Provide consumers with a superior level of customer service:

    • Quickly and accurately answer all customer inquiries in a professional manner.

    • Obtain all information deemed necessary to process loan requests in a timely manner, including but not limited to credit reports, income verification, appraisals, lien searches, etc. Analyze the information and provide insight where appropriate.

    • Provide assistance to applicants and solve all problems that may arise between application and settlement

  • Stay informed of developing trends in the mortgage industry

  • Attend/assist with scheduled meetings, training sessions and courses

  • Maintain compliance with all industry-specific federal and state licensed activity requirements and New Penn Financial’s Code of Conduct

Principal Customers of the Position

  • Internal Customers: Underwriting, Processing, Closing, Quality Assurance, Vendor Coordination, and Secondary Marketing

  • External Customer: The Borrower(s)


Education and Experience Requirements

  • Must qualify for and obtain state licensure in the states where New Penn Financial does business; mortgage licensure requires a good credit score, no tax liens and a clean criminal background check

  • Minimum successful 3 years mortgage loan origination experience

  • 2 year college degree preferred (or equivalent experience)

  • Proven sales skills and leadership abilities

Knowledge, Skill and Ability Requirements

  • Ability to quickly connect with people in an outgoing, friendly manner

  • Persuasive, selling communication skills

  • Strong sense of responsibility for completing work quickly and accurately

  • Ability to handle faster-than-average pace of activities

  • Detail-orientation with efficient focus on work activities

  • Careful decision-making skill with ability to avoid mistakes

  • Ability to delegate in a positive style with thorough follow up skills

  • Excellent oral, written, listening, and organizational skills

  • Basic computer skills

  • Ability to work independently

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