BSI Financial Services · 3 months ago
Mortgage Loan Officer
Irving, TX
Full-time
Hybrid
Mid Level
3+ years expBSI Financial Services is a company focused on enabling sustainable home ownership. They are seeking a Mortgage Loan Officer to present mortgage opportunities to clients, submit loan applications, and serve as a point of contact throughout the funding process.
Asset ManagementBankingFinancial Services
Responsibilities
Communicates professionally, confidently, and effectively over the phone with clients, explaining mortgage products and proposing the best solution based on customers’ needs
Makes outbound calls from a daily lead set of BSI Financial customers to solicit new mortgage applications and bring awareness to products offered by BSI Financial. Assist with inbound calls, including transferred calls from Customer Service and other BSI Financial departments regarding mortgage interest
Builds rapport and collects pertinent information from the customer to ensure a thorough and complete loan application. Sets expectations on the mortgage process, providing excellent customer service and follow-up
Sells mortgages following all regulations and explains to client requirements needed for closing based on product guidelines
Locks loans in Encompass after checking prices with retail, wholesale, and correspondent lenders
Partners with internal operations team members to consistently produce quality files. Maintains active communication with the processing team concerning client needs
Attends all training, sales meetings, and orientations as directed
Increases personal knowledge by staying abreast of product guidelines and industry trends
Maintains timely and accurate records of all customer activity. Carries a high level of accountability for results and metrics
Qualification
Required
Active NMLS license is required with the ability to obtain additional state licenses in the company footprint as needed
Three or more years of experience in a call center or inside phone sales
Must be local to the DFW area, preferably within 30 miles or 60 minutes of our Irving location
Ability to achieve sales goals and performance metrics
Purchase, refinance, assumptions, and home equity knowledge
Strong understanding of FHA, VA, and Conventional guidelines as well as Federal and State regulations
Excellent communication, interpersonal, and organizational skills
Strong problem-solving, time management, and attention to detail skills
Proficiency in MS Office programs, specifically Word, Excel, Outlook
Works well in fast-paced environment with the ability to multitask and meet deadlines
Ability to close 10+ loans per month and meet minimum daily call requirements
Preferred
Bachelor's degree preferred
Knowledge of Encompass and Velocify software is preferred
Benefits
Competitive compensation and full benefits package include medical, dental, and vision.
100% company-paid life insurance and disability coverage!
401K with company matching!
17 days PTO (increases with tenure) and 9 company paid holidays!
Professional but fun, casual work environment and great team culture!
Company
BSI Financial Services
Bsi Financial Services expertise in loan sub-servicing based on web-and cloud-based systems for businesses and private individuals.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Gagan Sharma
President & CEO
Recent News
2025-11-04
2025-03-26
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