Loan officer in training.

Position Summary

As a Loan Officer in Training, you will play a crucial role in handling inbound leads and assisting our team in converting prospects into customers. This position offers a dynamic opportunity for individuals looking to start their career in the mortgage and financial services industry.

Responsibilities

• Take inbund leads via corporate phone system
• Gather basic customer information and identify customer needs
• Assist Licensed Loan Officers in obtaining leads by coordinating communication and transferring identified customers via corporate phone system
• Utilize corporate training methods and tactics in converting potential prospects to CCM customers
• Appropriately evassify and distinguish each lead contacted
• Effectively manage high volume of incoming phone calls

Requirements

• High School diploma or equivalent
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Excellent prioritization and time management skills
• Excellent communication, customer service, and collaboration skills
• Prior mortgage or banking industry experience
• Sales or call center background
• Familiarity with CRM tools