Corporate Loan Officer

Purpose

The Corporate Loan Officer is a member of the centralized sales team responsible for conducting outbound calls to past and existing clients to identify new mortgage opportunities—primarily refinance, purchase, or home equity. Unlike field-based Loan Officers, Corporate Loan Officers work from a centralized office environment and are provided with curated, high-quality leads generated through BOE’s internal lead management and analytics systems.

This position is ideal for self-motivated professionals who thrive in a fast-paced, team-oriented call center environment and who take pride in building long-term relationships with clients. Corporate Loan Officers are expected to deliver exceptional service, educate clients on available loan options, and help them achieve their financial goals.

Key Responsibilities

• Outbound Engagement: Proactively contact past and existing BOE clients via outbound calls, text, and email to identify refinance or purchase opportunities.
• Lead Management: Work assigned leads using BOE’s refi intelligence platform, which identifies clients who are likely to benefit from a refinance or new mortgage opportunity based on factors such as home equity, property values, interest rate trends, and loan history.
• Client Consultation: Assess customer needs, explain available loan programs, and guide clients through next steps of the mortgage process.
• Loan Origination: Take complete and accurate loan applications via phone or digital platforms and ensure all required documentation is gathered.
• Compliance: Maintain strict compliance with all mortgage regulations, including RESPA, Regulation Z, Fair Lending, HMDA, Bank Secrecy Act, and other applicable laws.
• Pipeline Management: Track all client interactions and follow up consistently to ensure smooth progression through the application process.
• Cross-Functional Collaboration: Partner closely with processing, underwriting, and closing teams to ensure accuracy, timeliness, and an excellent client experience.
• Performance Goals: Meet or exceed individual and team production goals as established by management.
• Customer Retention: Serve as a trusted point of contact for past clients, reinforcing BOE’s commitment to service beyond the initial loan transaction.
• Professional Development: Attend regular sales and compliance meetings, and stay informed about market trends and loan program changes.

Position Requirements

• Education: High school diploma or GED required; bachelor’s degree preferred.
• Experience:Prior mortgage experience preferred, but not center or inside sales experience strongly success in commission-based or performance-driven sales environments.
• Skills & Abilities:Excellent verbal and written communication listening and customer service making a high volume of outbound calls computer proficiency, including MS Office and CRM to manage multiple tasks and deadlines in a fast-paced integrity, reliability, and commitment to team success.
• Licensing: Must maintain active registration with the Nationwide Mortgage Licensing System (NMLS) in compliance with the SAFE Act of 2008.

Work Environment & Physical Requirements

• Primarily a sedentary, office-based position requiring frequent use of computers, telephones, and other standard office equipment.
• May require extended periods of sitting, typing, and screen time.
• Must be able to communicate clearly and professionally in verbal and written form.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.