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 preferredDRE 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
