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Rosegate · 1 month ago

Retention Loan Officer

Charlotte, NC

Full-time

Onsite

Mid Level

3+ years exp

Rosegate is a leader in the home loans industry and committed to delivering quick, personalized financing solutions. They are seeking Retention Loan Officers to maintain and enhance relationships with existing customers, ensuring their satisfaction and loyalty, and creating customers for life.

ConsultingFinancial ServicesInformation Services

Responsibilities

Proactively communicate with existing Rosegate portfolio clients through various triggers and call campaigns. This will include both purchase and refinance opportunities

Identify opportunities for clients to modify their current financing to better suit their evolving needs

Document all client interactions, proposals, and transactions in compliance with regulatory standards and company policies

Maintain and strengthen relationships with existing Rosegate portfolio clients, fostering long-term loyalty