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Job description
Convoy Capital is looking for a self-motivated, ambitious individual interested in joining a fast-growing company with an upbeat culture. Loan Producers are mainly responsible for cold-calling commercial property owners and exploring refinance or purchase opportunities. You will have access to Convoy Capital’s extensive database and efficient dialer technology. Loan Producers will work underneath a Senior Loan Officer and Chief Operating Officer, who will provide consistent mentorship and training.
Responsibilities
Meet minimum daily/weekly/monthly outbound call volume and other key performance indicators
Work closely with industry related professionals to gather and prepare all necessary information to complete underwriting requirements
Review the loan process by monitoring loan status, term conformity, and regulatory guidelines
Interact with customers, realtors, processors, and underwriters to ensure a smooth transaction
Maintain and build relationships through networking and prospecting with bankers, realtors, builders, and your community to attract new business
Counsel borrowers to understand the pros and cons of different loan products to determine which is best for them
Promptly respond to all communications directly from the borrower or from third parties
Keep all contacts up to date in real-time in Customer Relationship Management (CRM) with specific information including status, transaction type (refinance/purchase), all relevant data entry fields, detailed relationship-building notes on all communications/interactions, updated contact activity, etc.
Qualifications
Phone prospecting experience preferred
Experience in the commercial real estate or commercial real estate lending industry
Exceptional decision-making ability, superior written and verbal communication skills, and superb interpersonal and customer service skills required
Excellent phone skills required
Strict attention to detail required
Experience using Customer Relationship Management (CRM) software preferred
DRE license required
Communication to Borrowers and Engagement with Team
Educate prospects on Convoy Capital’s business model, the benefits of working with an independent commercial mortgage broker (speed, service, affordability), company’s track record for delivering a high-quality borrower experience
Provide continuous and timely feedback to operations regarding any change in status to any pending applications or loans in process
Loan Producer will be required to attend all sales meetings and all company training
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Worksite address
san diego, CA, 92189, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.