Lakeview Loan Servicing, LLC. · 3 months ago
MORTGAGE LOAN ORIGINATOR
Lakeview Loan Servicing, LLC. is seeking a Mortgage Loan Officer to join their Consumer Direct Lending team. This role involves guiding homeowners through the mortgage refinance process while providing personalized financial recommendations and exceptional service.
FinanceFinancial ServicesMortgageReal Estate
Responsibilities
Conduct outbound and inbound mortgage sales calls to educate and engage refinance candidates
Solicit residential mortgage loans from a captive portfolio of eligible homeowners
Process and submit residential loan applications per company policies and regulatory guidelines
Manage application and disclosure documentation, ensuring timely communication and compliance
Meet or exceed management-established production goals for refinance loan volume
Utilize mortgage systems for accurate loan registration, pricing, and pipeline management
Understand and clearly explain loan products, financial calculations, and pricing scenarios to customers
Demonstrate excellent follow-up techniques to ensure strong application-to-close conversion rates
Partner with processing and underwriting teams to ensure a seamless and efficient loan experience
Maintain and update borrower interactions and status within the CRM system (e.g., Velocify or equivalent)
Qualification
Required
High school diploma or equivalent required; Relevant work experience in mortgage lending or related financial services may substitute for formal education
Minimum of 2 years' experience in mortgage sales, preferably within a Consumer Direct or refinance environment
Solid understanding of residential mortgage products, including conventional, FHA, and VA loan programs
Proficient in loan origination systems (e.g., Encompass, Blend) and CRM platforms
Familiarity with pricing engines and lead management systems (e.g., Velocify)
Strong verbal and written communication skills, with a customer-centric approach
Demonstrated ability to meet or exceed sales goals in a high-volume, fast-paced setting
Self-motivated, energetic, and results-oriented with a high attention to detail
Excellent interpersonal skills, with proven success in follow-up and relationship management
Active NMLS license
Preferred
Bilingual in English and Spanish strongly preferred
Company
Lakeview Loan Servicing, LLC.
BEWARE of Unsolicited Job Offers that request a personal ID!!! Lakeview Loan Servicing, LLC (“Lakeview”) is a uniquely qualified mortgage finance company dedicated to assisting our customers with efficient and affordable refinancing and purchase options.
Funding
Current Stage
Late StageRecent News
Business Insider
2025-07-16
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