Loan Consultant/Officer
Evergreen Home Loans
We're searching for some really great people who enjoy customers as much as we do. Named as one of Puget Sound Business Journal's Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work™ and were named a Best Workplace eight times, most recently in 2024 in the Financial Services and Insurance category. Check out our rating at: Working at Evergreen Home Loans | Great Place To Work® Wow happens every day at Evergreen. Our vision is centered on changing the world one relationship at a time. Learn more about us on our website here. Discover what's possible with Evergreen. We're looking to add people who feel the same way we do about our customers, our associates, and the work we do. In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. You'll also enjoy a comprehensive benefits package and an attractive 401K plan to help you grow along with us! We are seeking Loan Officers to acquire and retain new and existing customers, work with realtors and their clients to assist them in obtaining home loans, assist other Loan Officers as needed, support each loan transaction from application to closing, and provide excellent customer service to all partners, realtors, clients and borrowers. Essential Duties and Responsibilities:
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
- Customarily and regularly work away from Evergreens' place of business (or the Loan Officer's home office or other regular place of business) selling Evergreen's loan products and meeting with and calling on real estate agents, builders, clients and partners and other referral sources to self-source leads and generate business.
- Perform sales activities including, but not limited to:
- Phone calls, emails and social media posts to maintain existing relationships as well as create new business partners.
- Provide ongoing marketing and support of existing Partners.
- Sourcing of prospective new clients.
- Be available to clients and coworkers throughout the day and on weekends if needed.
- Interview customers and take loan applications and pre-qualify borrowers over the phone or in person.
- Discuss loan program products with borrowers and provide loan comparisons or other borrower education information.
- Support loan transactions from application to closing, providing updates to borrowers and coordinating with support staff.
- Create new marketing materials and distribute to partners and clients.
- Participate in builder and realtor functions, open houses, status meetings, special events, etc., to develop and maintain relationships, generate new leads, and acquire new business.
- Read industry publications/blogs/newsletters/web stories about current industry news.
- Support other Loan Consultants/ Officers as needed.
- Other duties as assigned.
- Perform all actions in accordance with the Mission, Vision, and convictions of EHL.
- Expected to meet production standards outlined in the Loan Origination Production Standards.
- Provide a "WOW" experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication and/or in person.
- Seek Feedback: Host regular and timely communication with associates and Manager.
- Be willing to assume additional responsibilities/duties/projects as they arise.
- Have strong organization skills, the ability to learn quickly, and accuracy/timeliness in completing tasks.
- Knowledgeable regarding mortgage processes, able to answer borrower's questions and take applications.
- Effectively uses LOS, contact management software and Microsoft Office products.
- Able to learn changing information regarding loan programs and able to incorporate these changes while dealing with members.
- Work well with other members of the EHL team, and is willing and able to fill in for other EHL Loan Consultants/ Officers.
- Perform all actions in accordance with policies and procedures of the company.
- Take full accountability for performing the work and achieving the results as agreed, and your manager is accountable for providing you with the resources and guidance needed.
- Exceptions, problems, changes and questions are reported immediately. You are accountable for notifying your manager, and any other affected people, in writing if the work will not be performed or the results will not be achieved as agreed. Your manager will also notify you if commitments made to you cannot be achieved.
- Your manager can assume the work is being performed as agreed unless otherwise notified.
- Periodic check-ins between you and your manager are the main vehicle for keeping each other informed about how work is progressing.
- Failure to notify of exceptions or missed due dates - in other words silence - is not acceptable.
- You encourage your coworkers to communicate challenges and opportunities to their manager, rather than to fellow coworkers.
- Relationships built on trust are developed as managers and associates keep their commitments and successful results are achieved.
- High School Diploma or equivalent
- Must have current Mortgage Loan Originator (MLO) license through the NMLS required per the S.A.F.E. Act of 2008.
- Exercise good judgment and strong character, motivated, hard working.
- Ability to work well with fellow associates, clients and vendors.
- Good communication skills. Neat, clean, healthy work habits.
- Ability to work in a fast-paced, occasionally noisy environment.
- May be required to drive for business purposes and if so, must hold a driver's license in good standing and maintain personal auto insurance in compliance with EHL's Auto Insurance policy.
- Must be able to speak and hear, lift and carry up to twenty-five pounds (25 lbs.) or occasionally more.
- Requires all forms of dexterity and mobility throughout the shift.
- Occasionally required to reach with hands and arms, sit climb or balance, stoop, kneel, crouch or crawl.
- Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral, depth perception and the ability to adjust focus.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Loan Consultant/Officer in United States vacancy
$158.31k - $193.49k
...restructuring large and complex, Corporate and Commercial problem loans. Independently analyzes loans and determines the most... ...action plans to Senior Management in a concise manner. Provides consultation and strategic guidance to internal business line partners regarding...SuggestedFull timeLocal area3 days per week$61.3k - $91.94k
...This position will be responsible for managing an existing loan portfolio, developing new business, underwriting, structuring, and... ...the Bank's established policies and procedures. The Loan Officer must exercise sound judgment in the loan making process. This position...SuggestedFull timeContract work- ...Extraordinary Commercial Loan Officer Wanted! Are you driven to help people and businesses succeed? Do you thrive on solving challenges and building lasting relationships? Are you naturally curious and eager to grow? If so, you might be exactly who we're looking...SuggestedLocal area
- ...Loan Officer Why join Straits Area Federal Credit Union? Here at SAFCU, we take pride in giving our members the best experience and service... ...and documentation either in person or electronically. Consult with members about their lending needs to help them achieve their...Suggested
- ...Loan Officer Thayer Branch - Thayer, MO 65791 Overview Position Type Full Time Description PRIMARY PURPOSE OF JOB Originates various loans, promotes the bank and its lending services to the real estate community and helps to identify and serve the community...SuggestedFull timeBank staffWork at officeLocal area
- ...Loan Officer Kingfisher, Oklahoma Position Summary The Loan Officer is primarily responsible for making and servicing consumer and commercial loans, both secured and unsecured. Handles both large and small credits. Essential Duties and Responsibilities...Full time
$46.4k - $51.5k
...Crow Wing, and Aitkin. Occasional travel to the Waite Park, MN office location is expected. The contributions you will make: This... ...origination of home, recreational land/bare land and home site loans in rural areas and communities. You will maintainacceptable levels...Temporary workWork experience placementSummer workCasual workInternshipSeasonal workWork at officeLocal areaWork from homeWork visaFlexible hours- ...Our team is passionate, has a can-do positive attitude and has a strong desire to deliver a memorable customer experience with every loan. Ready to be part of our highly respected team? Apply today! In addition to the locations listed, we also have opportunities...Local area
- ...Objective/Summary: The loan officer develops and maintains a variety of business (commercial, construction and agriculture) and individual relationships with prospective and existing customers. Makes decisions on loans and terms within established lending limits or recommendations...Contract workWork experience placementWork at office
- ...Loan Officer The Loan Officer provides exemplary customer service, maintains current knowledge of applicable lending products and requirements, supports coverage and overflow needs across the lending team, and works to meet or exceed established sales and performance...Work at officeLocal area
- ...umbrella of Caliver Beach Mortgage! · Uncapped commissions! · Loan products for all borrower types! · Add additional LO's to your... .... · History of closing at least 3-5 units per month. Loan Officer Requirements: · An active NMLS/MLO license (required). ·...Remote work
- ...Licensed Loan Officer We are looking for an experienced Licensed Loan Officer, who will bring enthusiasm, attention to detail, and a servant heart to our team of top-tier mortgage professionals. This professional will work in a tight-knit, goal-oriented team where...Remote work
- ...Loan Officer Are you a motivated, client-focused mortgage professional? Join Premier Mortgage Resources (PMR) as a Loan Officer and be part of a dynamic, growth-driven team! Why PMR? Access to our proprietary Xcelerate Loan System Expansive loan product offerings...Remote work
- ...Loan Officer Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving... ...customers. Essential Functions ~ Conduct one-on-one consultations with clients to understand their financial goals and assess...Minimum wageWork at officeLocal areaRemote workMonday to Friday
$16.9 per hour
...Loan Officer Icon Lending, the affiliated mortgage company of Trumark Homes , is looking for a Loan Officer who is prepared to make a difference for customers looking to buy a home. The Loan Officer will be responsible for discussing the client's needs, recommending...Hourly payRemote work- ...Essential Functions - Interviews residential mortgage loan applicants. - Requests specified information for loan application.... ...to installment loan security agreements. - Assists collection officer with delinquent account files for the financial institution. -...Remote work
- ...Experienced Remote Loan Officer Mission Loans is looking for experienced remote loan officers to join our team! As a loan officer, you'll play a key role in helping clients navigate their financial journey by assessing their needs, recommending the best loan products...Local areaRemote work
- ...Stock Growers Bank is looking for a loan officer in our Milnor, ND location. The responsibilities include: Make safe and sound lending decisions on behalf of the bank Develop and maintain existing relationships with customers Promote the bank throughout the community...
- ...Outside Loan Officer The Outside Loan Officer's primary role is to source, qualify and originate mortgage loans for by working primarily outside the Company's offices to solicit and obtain business from referral sources such as realtors, builders, financial service...Work at officeRemote work
$1,000 per month
...performance and innovative solutions, by promoting teamwork and divisional cooperation. POSITION SUMMARY The primary function of the Loan officer is to sell loan products offered by Newrez. Contact prospective clients to develop and maintain referral sources. Meet with...Casual workWork at officeRemote workWeekend workAfternoon shift- ...Consumer Loan Officer I Seminoe, OK Onsite Position 2701 N Highway 99, Seminoe, OK 74868 Full Time ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with...Full timeWork at office
- ...Job Type Full-time Description Loan Officer - Ag/ Commercial (on-site position) We are growing and seeking a dedicated and knowledgeable Agricultural/ Commercial Loan Officer to join our team. This role offers an exciting opportunity to support farmers, agribusinesses...Full time
- ...work and our customers. Position Location Remote Type Remote Office Location (if not fully remote): n/a Job Description Essential Job Functions: Mortgage Loan Origination Originate mortgage loans, including offering and negotiating...Local areaRemote work
- ...Position Description: We are searching for a full-time in office Loan Officer to work in our Perryton, Texas location. This position recommends or approves loans in assigned territory within the limits of specific delegated authority, as well as develops and manages...Full timeWork at office
$60k - $75k
...we are looking for you! Our lending team is seeking a junior loan officer to help applicants navigate the home loan process. We offer the... ...situation, needs, and loan preferences Presentation & Consultation : Prepare and deliver clear loan presentations that outline...$100k
...Loan Officer - Florida (All)Orlando, FL, USA20,000-300,000 per year We offer multiple compensation packages based on candidates desire (salary plus commission and commission only)Base + CommissionFull TimeFull benefits package, 401(k), Potential for growth and promotion...Work at officeRemote work$45k
...define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Loan Officer, you will, within defined guidelines and framework, deliver impactful customer service to members while providing mortgage...Work at officeRelocation packageFlexible hours- ...creative financing solutions such as DSCR loans, fix and flip funding, 0% interest... ...Description This is a full‑time, hybrid Loan Officer role based in San Diego, CA, with... ...products. Daily responsibilities include consulting with prospective borrowers, assessing their...Full timeWork at officeRemote workWork from home
$250k
...departments to ensure cohesive business flow. Equipment: Uses such office equipment as computer terminals, copiers, and FAX machines.... ..., compiles, and inputs application information for mortgage loans. Discuss and advise the client of their home loan options....Full timeTemporary workWork at officeHome officeFlexible hours- ...our customers. Position Location Remote Type Hybrid Office Location (if not fully remote): 4750 S Biltmore Lane , Madison, Wisconsin 53718 Job Description Client Connect Loan Officer (Madison, WI) Are you an ambitious mortgage professional...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Loan Consultant/Officer. Be the first to apply!
Related searches
- loan officer remote United States
- commercial loan officer United States
- real estate loan officer United States
- loan closing specialist United States
- mortgage loan processor United States
- remote loan processor United States
- consumer loan specialist United States
- senior credit officer United States
- personal loan specialist United States
- entry level loan officer United States


