Sales Originator

Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients. Performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers.

Evaluates PrimeLending’s and other loan products and services and determines which financial products best meet the customer’s needs and financial circumstances.

Establishes and maintains relationships with realtors, bank officers, builders and new home sales representatives in order to develop and retain existing business; Markets and promotes PrimeLending’s financial products;

Originators are expected to meet the Company’s minimum production standards in funded units/volume on an ongoing basis each month, by taking complete and accurate loan applications, using PrimeLending’s product set.

Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers.

Collects and analyzes information regarding the customer’s income, assets, investments or debts.

Advises the customer regarding the advantages and disadvantages of different loan products.

Services existing customers and obtains all necessary support documents along with the appropriate fees and lock in information.

Oversees the loan process by monitoring loan status and ensures conformity with terms.

Presents terms and conditions of loans with customers.

Stays abreast of trends and developments in the local real estate market and competitive environment, as well as, changes in rules and regulations pertaining to private and government insured mortgages.

Maintains a professional image and adheres to standards consistent with company policies and procedures.

May supervise and direct the activities of other loan officer(s), loan officer assistant(s), or loan processor(s).

High school diploma or equivalent and appropriate licenses as required by state.

A minimum of 12 months loan originator experience required.

Interacts with regional & corporate departments, as well as realtors, sales agents, builders, appraisers, etc.

Ability to quickly assess and process large amounts of data and use of appropriate AU software technology.

Must be active in the community and in those job-related organizations to enhance the network of beneficial contacts.

Since 1986, we’ve been working together as a team to support our customers, co-workers and communities and make a positive impact on all the lives of all we serve. Whether on the frontline working directly with customers in our branches or behind the scenes supporting our loan officers, our team members each play a vital role in delivering an outstanding customer experience.

11 2023 Energage Top Workplaces in Financial Services 1

Top 25 2023 Fortune Best Workplaces for Women™ 2

Top 25 2023 Fortune Best Workplaces in Financial Services™ 2

7 2023 Dallas Morning News Top Workplaces 4

NYSE: HTH) a diverse financial services company

• 11 2023 Top Retail Volume, Scotsman Guide
• 400+ purchase, renovation, refinance and reverse mortgage products

96% customer satisfaction rating 6

4.9 national average star rating on Google

4 The Dallas Morning News

6 Survey administered and managed by an independent third party following loan closing. PrimeLending received an overall 96% Customer Satisfaction Rating for the period 1/1/23-12/31/23.

PrimeLending’s loan originators are the company’s frontline establishing a local presence and driving growth one closed loan at a time. These dedicated mortgage professionals know how to collaborate with business partners, offer guidance, find solutions, meet deadlines, and ultimately help our customers become happy homeowners.

#