Executive Loan Officer (ohio)

Redfin Redfin · Seattle · OH · Remote

Executive Loan Officer role focused on building client relationships, analyzing financial situations, and guiding clients through the mortgage origination process. This is a sales and client-facing role within the fintech domain.

What you'd actually do

  1. Build and maintain relationships with real estate agents, investment advisors, accountants, other professionals, friends, family and closed clients to market the Rocket brand and help homebuyers or homeowners obtain real estate financing that meets their personal and financial goals
  2. Represent the Rocket brand in various civic and community functions to support business development initiatives and drive lead flow
  3. Establish, develop and maintain a book of business to drive referral volume and revenue
  4. Consult with clients and analyze their financial situations to determine the appropriate loan product to achieve their goals.
  5. Advise and educate clients on the home-buying or refinance process and how to better manage their mortgage

Skills

Required

  • mortgage loan origination
  • referrals
  • lead generation
  • Federal NMLS
  • state mortgage licenses
  • professional communication
  • time management
  • critical thinking
  • strategic thinking
  • work independently
  • work as part of a team

Nice to have

  • 3 years of proven success in self-generated mortgage loan origination
  • entrepreneurial environment

What the JD emphasized

  • proven track record of obtaining referrals and generating lead volume
  • Federal NMLS and state mortgage licenses