- Sales(75%)
- Originate mortgage and related loan applications in an assigned area; develop long term referral relationships with realtors, builders, bankers, and other sources, in order to proactively solicit business and conduct sales-related activities, frequently outside of Bank locations, in order to meet specific loan volume origination goals.
- Identify cross-sell opportunities, including opportunities to refer customers to other sales representatives (Branch staff, Commercial Real Estate, Commercial and Industrial Lending, Cash Management, Financial Consultants) through proper customer profiling and needs-based selling.
- Review (25%)
- Receive loan applications, review application information, and obtain specific supporting documents needed/required based on loan investor guidelines, and submit properly completed loan application packages to processing and underwriting for approval.
- Successfully complete all mandatory training on related Bank and BSA compliance as well as other laws and regulations as assigned in a timely manner.
- Perform other duties as assigned.
- 2+ years of external/outside retail mortgage loan origination experience with an emphasis on self-sourced business.
- Ability to establish referral partner relationships in the market (e.g., realtors, nonprofit organizations, builders, attorneys, financial advisors, or CPAs)
- Thorough knowledge of mortgage related products, procedures, and the government rules and regulations pertaining to them.
- Good verbal and written communication skills with the ability to explain programs, loan terms, features, policies and benefits to customers and business partners,
- Minimum mobility to work in an office setting; sit for prolonged period of times; operate office equipment including use of a computer keyboard; and reach with hands and arms. Employees are occasionally required to walk and stand and lift and move records and documents weighing 30 pounds or less.
- Attention to detail, strong organizational, communication, interpersonal, self-motivated, and analytical skills, ability to interact with all levels of management and staff.
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Loan Officer
3 weeks ago
Paramount Residential Mortgage Group San Jose, United StatesOverview: · PRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best places to work. We focus on the areas that make an Originator successful and have an unmatched Culture. We look forward to helping you succeed as an Origina ...
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Loan Officer Assistant
3 weeks ago
City First Mortgage Services Nottingham, United States**Job Title: Loan Officer Assistant** · **Location**: White Marsh, Maryland - On Site · **About Us**: Join our team at City First Mortgage Services. Our branch is a dedicated reverse mortgage office that helps clients secure their financial future. We pride ourselves on providing ...
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Mortgage Loan Officer
1 week ago
CTBC Bank San Jose, United StatesPOSITION SUMMARY: · This position will primarily generate mortgage loan production through self-sourced channels. Actively solicit new business, develop, and maintain sources to achieve the assigned business objectives and financial performance. · ESSENTIAL FUNCTIONS: · Sales( ...
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SBA Loan Officer
2 weeks ago
GBC International Bank San Jose, United StatesJob Description · Job DescriptionJob Summary · The SBA Loan Officer plans and implements financial institution sales and marketing programs targeted toward the business community and examines, evaluates, and recommends approval of all types of Small Business Administration loans. ...
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SBA Relationship Loan Officer
2 weeks ago
GBC International Bank San Jose, United StatesJob Summary · The SBA Relationship Loan Officer plans and implements financial institution sales and marketing programs targeted toward the business community and examines, evaluates, and recommends approval of all types of Small Business Administration loans. · Essential Job Fun ...
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CRA Mortgage Loan Officer
3 weeks ago
PNC Financial Services Group San Jose, United StatesJob Description · Job Profile · Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace ...
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SBA Relationship Loan Officer
3 weeks ago
GBC International Bank San Jose, United StatesJob Summary · The SBA Relationship Loan Officer plans and implements financial institution sales and marketing programs targeted toward the business community and examines, evaluates, and recommends approval of all types of Small Business Administration loans. · Essential Job F ...
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CRA Mortgage Loan Officer
2 weeks ago
PNC Financial Services Group San Jose, United StatesJob Description · Job Profile · Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace ...
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CRA Mortgage Loan Officer
2 weeks ago
PNC Financial Services Group San Jose, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
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CRA Mortgage Loan Officer
3 weeks ago
PNC Financial Services Group San Jose, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
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CRA Mortgage Loan Officer
1 week ago
PNC Financial Services Group San Jose, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
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CRA Mortgage Loan Officer
1 week ago
PNC Financial Services Group San Jose, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
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CRA Mortgage Loan Officer
2 weeks ago
PNC Financial Services Group Santa Clara, United StatesJob Description · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wh ...
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CRA Mortgage Loan Officer
1 week ago
PNC Santa Clara, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
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Mortgage Loan Officer
1 week ago
PNC Financial Services Group Cupertino, United StatesPosition Overview · Job Description Summary · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace ...
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Mortgage Loan Officer
1 week ago
PNC Financial Services Group Cupertino, United StatesJob Profile · Position Overview · Job Description Summary · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclu ...
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Mortgage Loan Officer
1 week ago
CTBC Bank Cupertino, United States Full timePOSITION SUMMARY: This position will primarily generate mortgage loan production through self-sourced channels. Actively solicit new business, develop, and maintain sources to achieve the assigned business objectives and financial performance. · ESSENTIAL FUNCTIONS: · Sales (75%) ...
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Mortgage Loan Officer
2 weeks ago
CTBC Bank Cupertino, United StatesThis position will primarily generate mortgage loan production through self-sourced channels. Actively solicit new business, develop, and maintain sources to achieve the assigned business objectives and financial performance. ESSENTIAL FUNCTIONS:Sale Loan Officer, Mortgage, Offic ...
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Loan Officer
6 days ago
Diversified Mortgage Group Pleasanton, United StatesCompany Description · Diversified Mortgage Group is a division of CMG Mortgage Inc., licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act. As an Equal Housing Lender, Diversified Mortgage Group offers a variety of mortgage soluti ...
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Supervising Loan Officer
4 weeks ago
PNC Financial Services Group Cupertino, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
Mortgage Loan Officer - San Jose, United States - CTBC Bank Corp. (USA)
Description
POSITION SUMMARY:
This position will primarily generate mortgage loan production through self-sourced channels. Actively solicit new business, develop, and maintain sources to achieve the assigned business objectives and financial performance.
ESSENTIAL FUNCTIONS:
OTHER RESPONSIBILITIES:
Education, Experience and Skills Required:
PHYSICAL DEMANDS:
COMMUNICATION DEMANDS:
WORK ENVIRONMENT:
· Standard office environment. Noise level in work environment is usually average. Hear in the normal audio range with or without correction. Specific vision abilities required by this job include close vision and the ability to adjust focus. Some travel may be required.
As an employee at CTBC Bank, you'll benefit from the collaborative, inspired culture that ties all of us together. It is a unique opportunity to become a valued member of our close-knit family, and engage in an environment and culture where challenge, reward, growth and recognition are available to you at every turn. We believe our most important resource is our employees. We're here to support you to discover, to embrace success and happiness, and find purpose. We're here to help you be moved to achieve in all that you do – for yourself, your family, and your customers. CTBC Bank is an Equal Opportunity, Affirmative Action Employer. Minorities, women, and individuals with disabilities are encouraged to apply. We provide equal opportunity in all employment matters without regard to race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, disability, medical condition, age, genetic information, veteran status or any other characteristic protected by federal, state, or local law, for all qualified applicants and CTBC Bank employees.