Executive Loan Officer (rhode Island)

Redfin Redfin · Seattle · RI · 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. Evaluate client financial status and documents including their credit, employment, income, assets and property to ensure they qualify for financing

Skills

Required

  • mortgage loan origination
  • referrals
  • lead generation
  • Federal NMLS and state mortgage licenses
  • communication
  • time management
  • critical/strategic thinking
  • independent work
  • teamwork

Nice to have

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

What the JD emphasized

  • Federal NMLS and state mortgage licenses