Job Description

Mortgage Loan Officer @ BSI Financial Services

Summary:

Join BSI Financial Services as a Loan Officer. As a Loan Officer, you will present mortgage opportunities to current and prospective clients over the phone and submit mortgage loan applications while serving as a point of contact through funding.

Position Type and Expected Hours of Work:

This is a full-time hybrid position. Days and hours of work vary Monday through Friday. Occasional early morning/late evening and/or weekend work required.

What you will do:

• Communicates professionally, confidently, and effectively over the phone with clients, explaining mortgage products and proposing the best solution based on customers’ needs.
• Makes outbound calls from a daily lead set of BSI Financial customers to solicit new mortgage applications and bring awareness to products offered by BSI Financial. Assist with inbound calls, including transferred calls from Customer Service and other BSI Financial departments regarding mortgage interest.
• Builds rapport and collects pertinent information from the customer to ensure a thorough and complete loan application. Sets expectations on the mortgage process, providing excellent customer service and follow-up.
• Sells mortgages following all regulations and explains to client requirements needed for closing based on product guidelines.
• Locks loans in Encompass after checking prices with retail, wholesale, and correspondent lenders.
• Partners with internal operations team members to consistently produce quality files. Maintains active communication with the processing team concerning client needs.
• Attends all training, sales meetings, and orientations as directed.
• Increases personal knowledge by staying abreast of product guidelines and industry trends
• Maintains timely and accurate records of all customer activity. Carries a high level of accountability for results and metrics

What we’re looking for:

• Active NMLS license is required with the ability to obtain additional state licenses in the company footprint as needed.
• Bachelor’s degree preferred
• Three or more years of experience in a call center or inside phone sales.
• Must be local to the DFW area, preferably within 30 miles or 60 minutes of our Irving location.
• Knowledge of Encompass and Velocify software is preferred.
• Ability to achieve sales goals and performance metrics.
• Purchase, refinance, assumptions, and home equity knowledge
• Strong understanding of FHA, VA, and Conventional guidelines as well as Federal and State regulations
• Excellent communication, interpersonal, and organizational skills
• Strong problem-solving, time management, and attention to detail skills
• Proficiency in MS Office programs, specifically Word, Excel, Outlook
• Works well in fast-paced environment with the ability to multitask and meet deadlines
• Ability to close 10+ loans per month ad meet minimum daily call requirements

What’s in it for you?

• Competitive compensation and full benefits package include medical, dental, and vision.
• 100% company-paid life insurance and disability coverage!
• 401K with company matching!
• 17 days PTO (increases with tenure) and 9 company paid holidays!
• Professional but fun, casual work environment and great team culture!

About BSI Financial

Founded in 1986, we provide financial services that support our vision of enabling sustainable home ownership by practicing core values that embody doing what is right; emphasizing problem solving; delivering on expectations and winning with humility. Our clients include lenders and investors who make home financing possible.

BSI Financial was ranked multiple times in the SMU Dallas 100 list of the fastest growing
companies in North Texas and was twice named to the Inc. 5000 list of the fastest growing U.S. companies.

EEO Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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