Senior Loan Officer

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JOB DESCRIPTION
Position:
Senior Loan Officer
Description:
Business Development position focused on building a highly visible
reputation as the mortgage loan expert in assigned areas resulting in the
generation of quality residential and commercial loans that meet the
criteria of ReCasa Financial’s mortgage products.
Principal
Primary objective is to originate quality residential and commercial
Responsibilities:
mortgage loans. This will require, at a minimum, the following:
1) Development of strategic relationships with realtors, title
companies, financial planners, stock brokers, insurance agents,
banks, credit unions, attorneys and accountants for referrals.
2) Aggressive calling campaign to all ReCasa Financial past, present,
future and prequalified rehab loan clients for the purpose of
refinancing current personal residence.
3) Diligently ask clients for additional prospective client contact
information and referral sources.
4) Work with ReCasa Financial Regional Managers for introductions
to potential clients and referral sources.
5) Assess client’s financial position to determine the appropriate
mortgage product based on analysis of the client’s needs and
financial situation.
6) Coordinate all aspects of the mortgage application process.
7) Mine client relationships for direct referrals of mortgage loan
opportunities and introductions to centers of influence as listed in
item “1” above.
8) Work with manager and/or Senior Management in gathering and
tracking all necessary data related to loan originations with
objective of determining most cost effective and time efficient way
of generating loans.
9) Participate in sales meetings or events as necessary.
10) Provide marketing ideas and suggestions to supervisor and/or
management team.
11) Cross-sell other ReCasa Financial products and services as
warranted.
12) Brokerage of commercial and non-traditional loan opportunities as
approved by senior management.
13) Must maintain all required licenses and comply with all aspects of
ReCasa’s Policy Manual and Personnel Handbook.
Experience:
Typically a minimum of three years of mortgage lending or mortgage
banking experience.
Current Loan Officer licenses a must. Bachelor’s

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