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Security National Financial Corporation · 2 weeks ago

Customer Service Representative to LO

Mesa,AZ,US

Full-time

Onsite

Entry, Mid Level

$50K/yr - $75K/yr

3+ years exp

Security National Mortgage Company is one of the nation’s leading mortgage lenders, seeking motivated individuals for the Customer Service Representative position with a pathway to become a Licensed Loan Officer. This role involves developing client-service skills and mortgage knowledge, with opportunities for career growth and extensive training.

Financial Services

Responsibilities

Work with company-provided leads and make outbound calls to engage clients

Answer questions and connect prospective borrowers with licensed Loan Officers

Maintain strong communication and rapport to build trust and ensure client satisfaction

Learn company mortgage products and stay current on key industry trends

Meet or exceed monthly and quarterly production goals

Establish strong relationships with realtors, builders, developers, CPA’s, and financial planners

Guide customers through the full loan application process

Negotiate loan terms, conditions, and pricing

Identify and resolve issues during the loan process

Learn and apply FNMA, FHLMC, FHA, and VA guidelines

Stay informed on origination, processing, appraisal, underwriting, and closing requirements for both government-insured and privately-insured mortgages

Qualification

Bilingual Spanish/EnglishCustomer service experienceSales experienceMortgage knowledgeCommunication skillsOrganizational skillsTime-management skillsTeamworkAttention to detailInterpersonal skills

Required

Ability to obtain and maintain required state licensing (NMLS), especially in the following states (which may require additional credit and background screenings): Idaho, Nevada, Texas, Florida, New Jersey, North Carolina, Georgia, California

Must work on-site in Mesa, AZ 85204

Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state, and local standards

Must be able to occasionally lift and carry up to 15 lbs

Must be able to sit for prolonged periods at a desk, while working on a computer

Must be able to talk, listen, and speak clearly on telephone

Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state, and local standards, including meeting qualitative and/or quantitative productivity standards

Preferred

Bilingual Spanish/English (preferred)

Previous experience in customer service, sales, or mortgage-related roles

Strong communication, organizational, and time-management skills

Ability to work independently and as part of a team

Bachelor's degree in business, finance, or related field (preferred)

Minimum 3 years of loan originator experience (for external applicants; not required for internal promotion path)

Advanced knowledge of lending and credit markets

Strong understanding of federal and state real estate lending regulations

Excellent written, verbal, and interpersonal communication skills

High attention to detail and customer-service mindset

Benefits

Health, dental, and vision insurance

Retirement plan

Bonus opportunities

Company

Security National Financial Corporation

Security National Financial Corporation and its wholly owned subsidiaries operate in three main business segments: life insurance, cemetery and mortuary, and mortgage loans.

Founded in 1965

Murray, Utah, USA

501-1000 employees