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Wintrust Financial Corporation · 19 hours ago

Consumer Direct Loan Originator

San Diego, CA

Full-time

Onsite

Entry Level

2+ years exp

Wintrust Financial Corporation is a top 20 lender nationally for VA Home Loans, focusing on providing exceptional customer experiences to borrowers. The Consumer Direct Loan Originator role involves building relationships with customers, conducting needs analysis, and guiding them through the loan process to achieve home ownership.

Financial ServicesWealth Management

Responsibilities

Dedicated to delivering award winning customer service in an inside sales environment

Identify prospective customers through company generated inbound leads

Conduct customer needs analysis to learn and understand customer’s goals

Create relationships with prospects and customers to establish trust and highly encourage referral business

Conduct thorough follow up, outbound calls to interested consumers

Close sales and advise customer of next steps

Stay current on new products available for customers, completing ongoing education for licensing and compliance

Qualification

Sales experienceCustomer serviceRelationship buildingCommunication skillsMultitaskingListening skillsBachelor's degreeProfessional experienceTeam playerProblem solvingTime managementPresentation skills

Required

Proven track record of success in a sales or customer service oriented environment

Strong phone presence, listening and presentation skills

Ability to multitask, problem solve and efficiently manage time in a fast paced environment

Strong at communicating and relationship building

Team player with the ability to thrive in a structured and competitive environment

Preferred

Bachelor's degree and 2+ years professional experience preferred

Benefits

Medical Insurance

Dental

Vision

Life insurance

Accidental death and dismemberment

Short-term and long term Disability Insurance

Parental Leave

Employee Assistance Program (EAP)

Traditional and Roth 401(k) with company match

Flexible Spending Account (FSA)

Employee Stock Purchase Plan at 5% discount

Critical Illness Insurance

Accident Insurance

Transportation and Commuting Benefits

Banking Benefits

Pet Insurance

Company

Wintrust Financial Corporation

Glassdoor3.7

Wintrust Financial Corporation delivers sophisticated financial capabilities with a community bank personality across its businesses in banking, specialty finance, and wealth management.

Founded in 1995

Rosamond, Illinois, USA

5001-10000 employees