Entry Level Mortgage Loan Officer Trainee

Position Overview

The Pre-Approval Specialist (PAL Specialist) works with the Consumer Direct Sales Division to assist licensed Purchase Loan Officers by gathering critical loan information from customers and guiding them through the pre-approval process. This role offers a unique opportunity as the first position in our training program and provides support regarding NMLS licensing. Must be onsite in Las Vegas, NV.

Key Responsibilities

• Assist customers and licensed Purchase Loan Officers with gathering loan information and documentation to provide an underwritten pre-approval.
• Engage and establish rapport with customers via email and telephone communication.
• Educate both customers and Purchase Loan Officers on next steps in the pre-approval process.
• Follow up with all parties regarding conditional items needed to complete the loan pre-approval process.
• Input and manage data related to mortgage loan information in the computer system.
• Disposition customer files appropriately based on customer interest and eligibility to proceed.
• Assist previously pre-approved customers (PAL Incubation) to determine if further assistance is needed.
• Support customers with the eConsent and eSign processes and review credit reports in collaboration with licensed Loan Officers or credit repair institutions.

Required Qualifications

• Previous or current call center, inside customer service, or sales experience.
• Proficiency in communicating effectively via phone and email.
• Knowledge of the mortgage loan refinance or home buying process.
• Outgoing, energetic, hardworking, and willing to learn.
• Excellent customer service, written, and verbal communication skills.
• Proficiency with Microsoft Office programs such as Word, Excel, and Outlook.
• Passion for helping customers achieve their financial goals.

Preferred Qualifications

• 2+ years of office, inside customer service, or call center experience.
• 1+ years of experience in the mortgage or real estate industry.
• 2+ years of customer service and/or sales experience.
• High School Diploma or equivalent; some college preferred.
• Must have passed the NMLS Safe Exam and completed 20 hours of SAFE training prior to starting.

Benefits & Perks

• SIGN ON BONUS ELIGIBLE: up to $1000 for passing NMLS and completing 20 hours of SAFE training.
• Compensation: up to $20/hr.
• Onsite work location in Las Vegas, NV.
• Opportunity to join the first position in our training program with additional support for NMLS licensing.