Tri Pointe Homes · 4 hours ago
Loan Officer
United States
Full-time
Hybrid
Mid, Senior Level
3+ years expTri Pointe Homes is a forward-thinking company redefining the homebuying journey through its financial services affiliate. The Loan Officer will be responsible for building relationships with New Home Advisors, advising customers on mortgage options, and ensuring exceptional customer service throughout the lending process.
Home ImprovementReal EstateReal Estate Investment
No H1B
Responsibilities
In conformity with company policies, procedures, and applicable law, the Loan Officer will collect and analyze each customer's financial information and assess if the individual can qualify for a specific loan product
Advise the potential borrower regarding the risks and benefits of the loan alternatives, including the options and variables involved
Discuss the loan products available to best meet the needs of the individual depending on their circumstances
Ascertain all pertinent documentation to ensure the loan is approved. Obtain necessary supporting documentation and verify that the supporting documentation matches the information in the LOS
Communicate effectively and manage relationships with all parties to include the homebuyer, New Home Advisors, Processing team, Underwriting team, Closing, title company, and the builder partner
Perform the Rate Lock function, negotiating interest rates as necessary while staying within branch pricing parameters
Manage personal production and ensure closings are handled appropriately and timely
Meet and/or exceed company benchmarks as established by leadership
Demonstrate the highest level of professionalism and customer service towards all customers
Attend weekly meeting as required
Use the appropriate Automated Underwriting System and submit loans to Underwriting department
Maintain a strong working knowledge of how to originate loans based on the state, federal and investor guidelines
Maintain a thorough working knowledge of all products, attend relevant continuing education classes and pass all required state/national exams as required
Support any/all mortgage related training initiatives within Tri Pointe Connect and Tri Pointe Homes’ teams
Ability to take on new responsibilities and duties as directed by leadership
Qualification
Required
Bachelor's degree preferred
Minimum 3-5 years of processing or origination experience, preferably within a builder environment
Active NMLS State license, able to obtain additional states as required
Thorough knowledge of all mortgage products to include FHA, VA, and Conventional loans
Working knowledge of loan origination systems, Encompass a plus
Working knowledge of automated underwriting systems
Strong overall computer skills, specifically Microsoft office products
Proven ability to build strong business relationships internally and externally
Excellent communications skills, written and verbal
Exceptional customer service skills, live. Virtually and electronically
Ability to multi-task and work in a high paced environment
Ability to manage a large pipeline of loans
Deadline driven
Strong negotiation and persuasion skills
Organized and attentive to detail
Excellent problem solving skills
Strong analytical skills
Team player with the ability to work independently
Company
Tri Pointe Homes
TRI Pointe Homes. Our company’s core values of quality, integrity and excellence are the driving force behind innovative designs that It is a sub-organization of Tri Pointe Group.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
L
Linda Mamet
Executive Vice President & Chief Marketing Officer
Robert Norton
Division President
Recent News
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2026-01-22
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