The HELOC specialist will assist customers with their online application by answering inbound calls from customers needing assistance or wanting to apply, initiate outbound calls to those customers who have stalled, and be prepared to make 100+ dials per day, meeting business-defined metrics of production. This position requires you to have a valid MLO.
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Perform intermediate-level loan processing functions for Consumer and Small Business loans. Coordinate with internal departments and third-party vendors. Ensure timely documentation, accurate loan setup, and compliance with regulatory and internal standards.
The LOA will directly communicate with new leads, active prospects, customers, clients, and business partners daily, ensuring a smooth workflow and strong team chemistry. This role requires strong communication, time management, priority management, and data entry skills; working cohesively to close loans on time while providing a great experience.
Originate mortgage loans, guiding borrowers through the process, ensuring compliance, and providing documentation for underwriting, processing, and funding. Build referral relationships with top real estate agents, connecting customers, agents, and the loan process through Zillow’s platform. Achieve production targets through company-provided leads and self-sourced opportunities, using data to manage your pipeline and deliver a best-in-class customer experience.
Ready to take your mortgage career to the next level? If you're thriving in a direct-to-consumer lending environment, you know the formula: high-quality leads, fast tech, and real support. At Lower, we’ve perfected that model and are looking for licensed loan officers who want to close more deals, earn more, and make a bigger impact.