New American Funding · 1 day ago
Entry Level Mortgage Loan Officer Training
Charlotte, NC
Full-time
Onsite
Entry Level
2+ years expNew American Funding is seeking a Pre-Approval Specialist (PAL Specialist) to assist licensed Purchase Loan Officers by communicating with customers regarding pre-approval for mortgage loans. The role involves gathering information, providing customer support, and ensuring a high level of service throughout the loan origination process.
Financial ServicesLendingMortgage
Responsibilities
Assist customers and licensed Purchase Loan Officers with gathering loan information and documentation to provide the customer with an underwritten pre-approval
Engage in conversation and establish rapport with customers via email and telephone communication
Educate both customers and Purchase Loan Officers about next steps for a customer's pre-approval
Follow up with Purchase Loan Officers and customers regarding conditional items needed in addition to the loan application in order to complete the loan pre-approval process
Set realistic expectations for both Purchase Loan Officers and customers in order to maximize customer satisfaction
Input data into computer system as it relates to information gathered for the mortgage loan
Disposition customer files appropriately depending on the interest and ability of customers to proceed with the pre-approval process
Follow up and communicate with customers that were previously pre-approved (PAL Incubation) to determine if any further assistance is needed
Assist customers with completing the eConsent and eSign process
Assist customers with reviewing their credit report to determine if the customer can proceed with the loan qualification process with a licensed Loan Officer or be referred to a credit repair institution
Qualification
Required
Must have passed your NMLS Safe Exam prior to starting
Previous or current call center or inside customer service or sales experience
Ability to demonstrate proficiency communicating with customers over the phone and via email
Knowledge of the mortgage loan refinance or home buying process
Proven experience bring outgoing, energetic, hardworking and willing to learn
Excellent customer service skills
Excellent written and verbal communication skills
Proficiency with Microsoft Office programs such as Word, Excel, and Outlook
Passionate about helping customers achieve financial goals
Must have passed NMLS exam
Must be able to verify identity and employment eligibility to work in the U.S
Preferred
2 or more years of office or inside customer service / call center experience preferred
1 or more years of experience working in the mortgage or real estate industry preferred
2 or more years of customer service and/or sales experience preferred
High School Diploma or equivalent; some college preferred
Benefits
We will reimburse up to $500 to help with NMLS fees
Company
New American Funding
New American Funding provides cutting-edge marketing and technology efforts allow us to compete with large banks.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Rick Arvielo
Co-Founder and CEO
Jeff Farinich
SVP Technology and Chief Information Security Officer
Recent News
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2025-12-24
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2025-10-29
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