Veritas Funding · 2 days ago
Consumer Direct Mortgage Loan Originator
United States
Full-time
Remote
Entry, Mid Level
1+ years expVeritas Funding is seeking a Consumer Direct Mortgage Loan Originator who will be responsible for generating mortgage loan applications through consumer engagement. The role involves guiding borrowers through the loan process, ensuring compliance with regulations, and meeting production goals in a fast-paced environment.
Financial ServicesLendingMortgage
Responsibilities
Respond to inbound consumer inquiries generated through marketing campaigns, online applications, and referral sources
Conduct outbound calls to warm leads, past customers, and prospects to generate new loan opportunities
Build rapport quickly and maintain a high level of professionalism in all customer interactions
Assess borrower needs and financial goals to recommend suitable mortgage products
Collect and analyze borrower financial information, including income, assets, credit, and liabilities
Pre‑qualify borrowers and provide accurate loan estimates based on underwriting guidelines
Guide borrowers through the application process, ensuring all required documentation is obtained
Submit complete and compliant loan files to processing and underwriting teams
Maintain detailed notes and accurate data entry in CRM and loan origination systems
Maintain a strong understanding of conventional, FHA, VA, and other mortgage products
Stay current on lending regulations, investor guidelines, and company policies
Ensure all communications and loan recommendations comply with federal and state laws, including RESPA, TILA, ECOA, and SAFE Act requirements
Maintain active NMLS licensing and continuing education requirements
Meet or exceed monthly production goals for funded loans, conversion rates, and call metrics
Manage a robust pipeline of active borrowers, ensuring timely follow‑up and proactive communication
Collaborate with processors, underwriters, and closers to ensure smooth loan progression and on‑time closings
Identify opportunities to cross‑sell additional financial products when appropriate
Qualification
Required
Active NMLS license required
High school diploma or GED equivalent required
Strong critical thinking and sound judgment, with the ability to evaluate data, anticipate downstream impacts, and assess risk
Ability to prioritize multiple tasks in a fast‑paced, deadline‑driven environment with a strong sense of urgency
Excellent customer service, interpersonal, verbal, and written communication skills
Intermediate math proficiency
High attention to detail and strong organizational skills
Professionalism and patience when interacting with internal and external customers
High ethical standards and alignment with company values
Proficiency with data entry, PDF software, Microsoft Word, and Excel
Preferred
1-3+ years of mortgage sales or call‑center lending experience preferred
Strong knowledge of mortgage products and underwriting guidelines
Excellent communication, negotiation, and customer service skills
Ability to thrive in a high‑volume, metrics‑driven environment
Proficiency with LOS/CRM systems and basic financial calculations
Company
Veritas Funding
Veritas Funding specializes in mortgage, loan processing, fair lending, home loans and financial services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bryce Long
CEO & President
Harry Holder, CPA
Chief Financial Officer
Company data provided by crunchbase