Responsibilities
- Consult with clients about current needs and financing solutions to help them achieve their financial goals including Orchard Mortgage’s unique offerings such as our Equity Advance loan
- Build great relationships with Orchard’s real estate agents and collaborate with them to create a great home buying experience for our customers
- Be “go to person” for all home financing related needs that our customers or agents have including being the expert on our Equity Advance loan and Move First offering
- Close a high percentage of captive leads and manage pipeline of at least 10-15 loans per month, primarily purchases with some refinances
- Work collaboratively with other teams across the Orchard ecosystem in Real Estate and Title Operations to provide the best customer outcomes
- Support weekend coverage once per month to ensure customers have the support they need even on weekends
Requirements
- At least 3+ years experience with lending experience and an active NMLS license or registered (Florida required)
- Strong consultative sales skills to get our customers the best financial outcome and help them understand the programs available to them
- A passion for customer service and relationship building with keeping both our customers and agents in the loop on what is going on, even if that is after hours or on a weekend.
- Deep knowledge of guidelines pertaining to Fannie Mae, Freddie Mac, FHA, VA with the ability to provide high quality pre-approvals/pre-qualifications
- Technology savvy with the ability to learn and work with new systems especially as the mortgage world progresses.
Nice to Have
- Experience with Blend and Byte (or similar systems)
Benefits
- benefits and equity in the company
Additional Information
- This is a full time role
- This is a remote position that will be expected to be based in the Greater Jacksonville, FL area and available to attend agent networking events such as Orchard happy hours and agent training once a month.
- You are not expected to bring your own leads but are welcome to bring your own leads and relationships as well and offer the same unique products and services we provide.
