Morningtide Financial Group, Inc
Location
Lexington, MA | United States
Job description
Morningtide Financial Group, Inc. has designed this firm to support clients and your production for the coming market. If you've looked at your business, and realized you need a tech stack that includes next-generation CRM, the ability to originate a loan in minutes and clear it to close in days with best-of-breed pricing, then you're speaking our language. If you need compensation that supports your experience and allows you to grow both personally and professionally, we know what you're looking for. We know this because we are originators, too. We believe in removing obstacles and creating a supportive environment for you to thrive in. If you have a proven track record of creating lending solutions for clients and are looking for a fantastic process to bring in business and manage relationships, we’d love to have you on our team. Please apply today! Responsibilities: • Interact with customers, realtors, processors, and underwriters to ensure a smooth transaction, however, our processor will handle communications as you see fit • Complete Mortgage Industry training on compliance and best practices regularly, such as AML/BSA classes • Be proficient in office-related technology. We use a fantastic CRM, come with your book, ready to go! • Establish new and maintain relationships with agents and other referral partners • Interact with clients, agents, and loan operations staff to ensure a smooth transaction • Ability to set and meet clear expectations for all participants in the loan process • Ensure all phases of the loan process are performed in accordance with regulatory and company guidelines • Counsel borrowers to understand the pros and cons of different loan products to determine which is best for them Qualifications: • Exceptional decision-making ability, superior written and verbal communication skills, and superb interpersonal and customer service skills required • Current NMLS State License or Federal NMLS Registration • Strong understanding of company loan policies and guidelines, as well as all federal and state regulations • Banking, business, real estate, or related Bachelor’s degree required • 3-5 years of licensed mortgage origination required (pls be sure your NMLS ID is included in your resume) • Previous Experience with Office Suite, and loan origination software such as BYTE Pro, Lending Pad, etc. • Must be licensed in MA, NH will be set up as needed • Experience with FNMA/FHLMC/FHA/VA, Jumbo, and HELOC's/Renovation/Construction/Reverse and NON-QM • Must have a client list and the ability to create your own referrals, though we will help with marketing and CRM • Working knowledge of CRM and marketing tools would be helpful as we live in our CRM, however, we will train you on how to use our CRM • Must be able to stay licensed annually, and take updated BSL/AML training quarterly/semi-annually • A bachelor's degree from a four-year college is Not required • Great attitude, experience, and willingness to always be caring for clients, learning and mastering this business is an absolute must. You cannot let your skills get outdated and you must act ethically and honestly at all times with staff, clients, vendors, and lending partners About Company: MorningTide Financial Group, Inc. is a full-service, licensed mortgage broker company based in Lexington, Massachusetts. We specialize in FHA, Conventional, Renovation, Jumbo, Halal, and VA Mortgages in Massachusetts. Whether you are buying a home or refinancing, we can help you realize your dream of home ownership or save you money when getting your new lower monthly payment. Morningtide Financial Group, Inc is an equal housing opportunity. Morningtide is committed to providing equal opportunities to all applicants for employment without regard to race, color, religion or religious creed, gender or pregnancy, national origin, age, disability (or perceived disability), gender identity, sexual orientation, genetic information, ancestry, marital or familial status, veteran status, citizenship, ancestry, or any other protected category as set forth by applicable state or federal law.
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