Loan Producer

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