Mortgage Loan Officer

Mortgage loan officers assist members of their community to obtain their biggest asset – their home. Mortgage loan officers interview and advise clients on their financial picture and ability to finance a home.  They coordinate the completion of mortgage loan applications based on national and local financial standards and review their progress.

We are looking for an experienced mortgage loan officer to join our team.  We have a three-part selection process, so only the most qualified applicants are invited to come aboard.

In this role, you’ll work closely with our clients to find the best loan options for them. You’ll review creditworthiness and qualification by combining information from client interviews and financial documents. Submitting applications and reporting on their progress will also be part of your duties.

To succeed in this role, it’s important to be client-oriented and have strong analytical skills.  If you’re also reliable, honest and possess good judgment, we’d like to meet you.

Responsibilities Include:

  • Collect financial information (e.g. taxes, debts)
  • Evaluate creditworthiness and eligibility for obtaining a mortgage loan
  • Interview clients 
  • Guide clients through mortgage loan options
  • Prepare and submit mortgage loan applications
  • Ensure data are in line with national and local financial rules
  • Monitor and report on application processes
  • Inform clients about loan approval or rejection
  • Help resolve problems with applications
  • Research new mortgage loan policies 
  • Ensure compliance with privacy laws and confidentiality policies throughout the process
  • Build a supportive referral network (e.g. with clients, lenders, real estate agents)

Requirements and Skills:

  • Experience as a mortgage loan officer or in a similar role
  • Previous experience in sales or customer support is an asset
  • Working knowledge of mortgage loan computer software (e.g. Arive, Salesforce)
  • Ability to handle confidential information 
  • Great mathematical and analytical skills
  • Attention to detail 
  • Reliability and honesty
  • A valid license is a must
10710 FL-54 c101, Trinity, FL 34655
(727) 226-1040
Contact Us
Copyright ©2022 | CPF Mortgage
Licensed to do business in the
State of Florida, Colorado, and Tennessee.
NMLS #222883
Christopher Paul Financial, LLC dba CPF Mortgage is a Florida Mortgage Lender (NMLS 222883), Florida State License MLD929, Colorado and Tennessee registered mortgage company located at 10710 State Road 54, Ste. C101, Trinity, FL 34655. All loan approvals are credit driven and all decisions are based on underwriting credit approvals. All rates, terms, and programs are subject to change without notice. Borrowers should consider their options carefully when choosing a loan program.
chevron-down