Multi-State Builder Loan Consultant

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General Purpose:  The Multi-State Loan Consultant role is designed to provide targeted business development support across all geographic areas within the joint venture.   Specifically, the multi-state loan consultant will engage in referral development, client development and credit incubation and joint venture ancillary business opportunities.

Essential Duties and Responsibilities:

  • Daily solicitation of joint venture former customers through use of sales force CRM technology
  • Ongoing management of the joint venture prospect log, loan lead, and originations, where viable
  • Oversight and engagement with clients who have credit incubation needs with ongoing follow-up to drive leads and potential future origination opportunities
  • Act as the single point of contact for marketing resources in the joint venture CRM as used by joint venture loan consultants
  • Manage all referral business from various joint venture branches
  • Support branch managers in training and on-boarding of new loan consultants across the joint venture
  • Complete loans that are generated as a result of referrals from various joint venture branches
  • Analyze potential marketing opportunities to develop future business opportunities
  • Comply with organizational standards, polices, and procedures related to all loan originator regulation and licensing
  • Perform other related duties as assigned and required.

Education and/or Experience/Licenses and/or Certificates: 

  • Active loan originator license in all states whereby the joint venture is conducting business
  • High school diploma or general education degree (GED) required.
  • Bachelor’s degree strongly desired
  • 1 – 3 years of experience within the financial services industry in an account management or sales role
  • Strong proficiency using marketing and loan origination tools (Salesforce CRM and Empower)
  • Continuing education classes required by licensing authority.
  • Continuing training classes required by the company to meet loan originator regulatory requirements.


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