Loan Advisor Supervisor

Profile

Position Summary
The Loan Advisor Supervisor is a customer focused, inside sales position within the Call Center. Will be responsible for both in-bound and out-bound calls through marketing campaigns. Will conduct the initial pre-qualification phone screen, and prepare the loan application and necessary documentation. Will provide high quality service to both internal and external customers by selecting the best options and taking ownership to resolve problems and meet customer needs. Subject to the ultimate supervision, direction and control of RoundPoint Mortgage, the Lean Advisor Supervisor will be responsible for the day-to-day operations of the Call Center.
Primary Responsibilities
Analyzes applicant information to determine whether the client is likely to qualify for the desired loan program.
Assists customers in choosing the proper program that best fits their needs and takes the initial loan application.
Provides guidance on the risks and benefits of the different programs available to the client. Explains and communicates the terms of each product and ensures that all of the required documents and disclosures are signed and returned in a timely manner.
Builds relationships with both internal and external customers.
Is responsive to customer needs and expectations.
Exhibits professionalism and takes pride in work when dealing with the customers.
Utilizes RoundPoint Mortgage training materials, reference tools and other resources to provide accurate and up-to-date loan program/policy information to both external customers and internal business partners.
Ensures exceptional customer experience by overseeing the loan process from origination to close and providing on-going communication to customers and business partners.
Oversees and ensures successful completion of all assigned Mortgage Loan Officer Training activities.
Understands and complies with requirements of applicable federal and state laws and regulations.
Adheres to shift requirements.
Actively seeks to develop self to next level (Sales Manager).
Has excellent communication skills and is clear and concise when speaking with customers.
Continually meets and/or exceeds the Sales KPI’s set by Management for Productivity and QA.
Qualifications
Required:
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Self-starter, goal oriented sales professionally who is focused on providing the highest level of customer service to our customers.
Developing knowledge of the mortgage industry, products, lending practices, and regulatory guidelines
Strong negotiation and time management skills
Excellent communication skills, both verbal and written
Computer skills with ability to learn loan origination system and automated underwriting systems.
3 or more years of mortgage sales experience as a Loan Officer in a direct to consumer setting
Proven track record of exceptional performance
Extensive knowledge of all mortgage products and experience selling broad range of mortgage products (Purchase, Conventional, Gov’t) Ability to maintain licenses, procure additional licensing and perform requisite continuing education requirements is necessary
Working knowledge of conventional and government loan programs
Strong analytical and problem solving skills
Effective written and verbal communication/presentation skills
Must be able to keep up to date on regulation changes– knowledge may be gained through coursework and on-the-job training
Extended and weekend work hours may be required
Desired:
A Bachelor’s degree from a four-year College or University
RoundPoint’s Employee Value Proposition:
Grow. Make a difference. Have fun along the way.
Our mission is to serve our homeowners and all of their homeownership needs. We do this by embracing challenges, executing with excellence, and fostering a positive work culture that encourages personal and professional growth. We are on the fast track to becoming the premier marketplace for all things home, and the National Mortgage News and Best Companies Group just named us one of 2019's Best Mortgage Companies to Work For! Without a doubt, RoundPointers are what make this company a great place to work! That’s why we hire individuals who share our core values: Energy, Ethics, Execution, Everyone, and Earn it!
As a RoundPointer, we will empower you to innovate, provide meaningful solutions, set goals and crush them, play hard, and give back to the community! Our secret sauce is our mantra, All In. All Win. Together, we can achieve great things!
Physical Demands & Working Conditions
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job:
The employee is regularly required to talk or hear.
The employee is required to sit for extended periods of time and is occasionally required to stand and walk.
The employee must regularly use hands to finger, handle, or feel objects and is regularly required to reach with hands and arms; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.
The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.
The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.

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