Portfolio Retention Loan Officer jobs in United States
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Rosegate · 4 weeks ago

Portfolio Retention Loan Officer

positionCharlotte, NC
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

Rosegate is a dynamic mortgage originator and master servicer with a growing portfolio of customers. They are seeking Retention Loan Officers to enhance relationships with existing customers, ensuring satisfaction and loyalty while maximizing portfolio value through various strategies. This role offers opportunities for growth and advancement within the company.

ConsultingFinancial ServicesInformation Services

Responsibilities

Work inbound inquiries and proactive outbound leads from data triggers and our customer servicing portal—no more chasing low-quality prospects
Originate refinances, cash-out, home equity, and purchase loans with motivated, pre-qualified borrowers
Consistently hit (and exceed) targets for call volume, talk time, pull-through, and conversions
Build genuine, long-term relationships by understanding client needs and delivering tailored solutions
Educate borrowers on options and market conditions to secure their loyalty and keep loans in portfolio
Partner with dedicated underwriting, processing, and servicing teams for fast, seamless closings
Maintain meticulous documentation in full compliance with regulations

Qualification

Active NMLS licenseMortgage origination experienceMortgage productsProficiency with LOSProficiency with CRMProficiency with Microsoft OfficeAnalytical skillsCommunication skillsProblem-solving skillsNegotiation skills

Required

Active NMLS license
Proven track record of hitting/exceeding targets and retaining/recapturing business
Deep knowledge of mortgage products, servicing, and market dynamics
Strong communication, analytical, and problem-solving skills
Proficiency with LOS, CRM, and Microsoft Office

Preferred

3+ years mortgage origination experience (retention, refinance, or portfolio roles strongly preferred)

Benefits

Medical
Dental
Vision
Life insurance
Short- & long-term disability
401(k) with company match

Company

Rosegate

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At Rosegate, you work with a Loan Pro, not a company. With a new home comes new questions.
dateFounded in 2020
location
Charlotte, North Carolina, USA
people-size11-50 employees
web-link
https://rosegatemortgage.com/

Funding

Current Stage
Early Stage
Total Funding
unknown
2025-11-14Acquired

Leadership Team

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Brad Bradley
Co-Founder & Chairman
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Alyssa Wolfe
Loan Partner
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Recent News

HousingWire.com
Mortgage servicers rethink recapture strategies as financial benefits fade
2025-11-15
HousingWire.com
Rice Park Capital acquires Rosegate Mortgage
2025-11-15
PRNewswire
Rosegate Mortgage and Rice Park Capital Management Enter into Strategic Partnership
2024-10-28
Company data provided by crunchbase