The Senior Loan Officer proactively solicits new residential mortgage business and sells Investors Home Mortgage products to meet established loan quality and production goals.
Proactively solicit new residential mortgage business
Maintain a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities
Conduct financial interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advise clients of product/pricing policies and guidelines
Take loan application and accurately gather required information from clients in order to deliver thorough and fully documented loan applications to processing on a timely basis
Participate in business related development opportunities, community efforts to promote home ownership and professional organizations
Maintain a positive sales environment by educating potential buyers and referral sources as to the products and services offered by the company
Cross sell other bank products and services as applicable
Respond to customer inquiries and referrals at all stages of the overall process to ensure the borrower is a lifelong customer
Ensure exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements
Achieve production goals, as established by the company
Attend and complete all required training
Maintain an accurate log of all sales activities and customer meetings
Acts as a mentor to less experienced Loan Officers and/or Loan Officer Assistants
Perform other duties as assigned
Investors Bancorp, Inc.