Loan Officer Trainee

and the job listing Expires on August 21, 2026 CountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Loan Officer Trainee to help grow our Originations Department. This in-person role is in our Plano, TX office. As a Loan Officer Trainee , you will collaborate with Loan Officers, Loan Processors, Lending Associates, Underwriting, Compliance team and other essential departments. The Loan Officer Trainee will be responsible for performing a detailed review of loan documentation. This includes reviewing the credit application, credit reports, income documentation, asset documentation and any other loan documentation required to render a credit decision. The Loan Officer Trainee will also be accountable to study for and pass the MLO Exam.

ESSENTIAL DUTIES & RESPONSIBILITIES

Review and analyze loan application, credit report, income and asset documentation to render credit decisions in compliance with investor guidelines Maintain the highest level of service possible for retailers and customers Provide unparalleled service, ensuring needs are met in a timely and accurate manner Effectively communicate the loan approval or denial reasons to appropriate party Work with internal staff to provide follow-up, counter offers and additional information Refer loan requests with recommendations and documentation to underwriters Reviews conditions submitted on approved loans, clears conditions when appropriate and submits to Credit Analyst for review and approval Ensure loans adhere to investor guidelines Assist Loan Officers by completing service orders and reviewing condition submissions Assist servicing department by collecting payments during times of high volume Ability to adjust work and thought process to accommodate multiple investor guidelines Dedicate time to studying MLO Exam materials, completing practice exams and passing the MLO Exam Assist LO’s in ordering services, preparing internal items and other LO tasks as needed Apply for licenses as directed by management and complete all license requirements in a timely manner Communicate with borrowers for conditions and other clerical items Consistently meets and exceeds individual, team and department objectives Perform other duties and special projects as assigned

POSITION REQUIREMENTS, CAPABILITIES & SKILLS

Effective written, verbal communication and interpersonal skills Capable organizational and time management skills, with the ability to multi-task Competent attention to detail Ability to identify and resolve problems in a timely manner Employ a strong sense of urgency and ownership in all activities Ability to work well with a wide range of people

MINIMUM QUALIFICATIONS

BA/BS degree required in Marketing, Business, Accounting, Finance or Management Working knowledge of Microsoft Office Suite, specifically Excel

WE OFFER

Promotion to Loan Officer upon passing the MLO Exam Paid Holidays 401K Match Generous PTO FSA/HSA Plans Life /Disability/Accidental Insurance and much more! #J-18808-Ljbffr Pomona College