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Aircraft Loan Originator - Lexington, United States - Airmart Inc
Description
Job Description
Job DescriptionBenefits:The Loan Originator efficiently manages the processing of loan and insurance applications by collecting and submitting documentation, conducting background checks, tracking progress in Pipedrive, and maintaining positive, proactive communication with all involved parties.
TRAITS:
Is passionate about numbers and finance.
Maintains a consistently positive outlook and attitude.
Is a skilled problem solver that presents innovative solutions.
Enthusiastic about aviation.
REQUIREMENTS
Hold a bachelor's degree in finance.
Possess 2 to 3 years of experience in banking/finance and/or mortgage lending.
Demonstrate proficiency in Microsoft Office, especially Outlook, Word and Excel.
Be familiar with QuickBase (Web based database)
Understand the importance of a CRM. Be able to use a CRM and have experience using a CRM.
Unique Position Traits
Understands the connectivity of positive, proactive follow up to a successful closing rate
Feels a sense of accomplishment when deals close
Is confident in asking customers, co-workers, vendors for items necessary to complete a task
Understands and practices confidentiality
Hours
Full-Time 8:30 to 5:30 M-F
Overtime will be required, particularly at month/quarter/year end
JOB DUTIES
Run credit reports.
Select banks for clients.
Build and maintain healthy relationships with insurance and banking partners.
Submit applications and all necessary documents for both insurance and finance customers.
Use Pipedrive to keep accurate notes and track all finance/insurance deals.
Prepare reports on all open deals for sales meetings.
Update the AirMart President on each deal.
Maintain prompt and professional communication with coworkers, clients, banks, insurance vendors, etc.
Push banks and insurance brokers to close deals on time as set by AirMart.
Stay ahead of tasks in Pipedrive and prevent deals from stagnating.
Attend SunNFun, NBAA, and Oshkosh aviation events.
Report to the AirMart Sales Executive when clients are approved or notify them if declined.
Ensure client confidentiality relating to all personal financial data and adhere to financial confidentiality requirements.
Build and expand aircraft financing relationships monthly.
Conduct monthly check-ins with lenders to update rates and terms and stay informed of any underwriting changes.
Advocate for the goals and principles of AGL.
Contribute to the growth of AGL in both loans and insurance referrals.
Take pride in being an integral part of a startup opportunity.
Strives to achieve goals as set forth by President.