Middle Market Lending Specialist jobs in Santa Barbara, CA

We are searching for a Licensed Production Associate with strong time management skills, organization, good work ethic, and outstanding customer service skills.

What you’ll do :

• Provide a warm welcome to Realtors and Clients
• You will need to monitor and manage workflow to ensure timely closings
• Maintain product knowledge and stay up-to-date on changes to market conditions
• Comply with all applicable laws and regulations related to mortgage lending
• Communicating with borrowers, processors, operations staff, title companies, Realtors, etc., to expedite the mortgage process
• Request and follow up on required documentation from our clients
• Disclose and submit loans to the Operations Department lots of attention to detail
• Perform basic income calculations
• Provide extraordinary customer service to both internal and external customers
• Meet goals regarding time frames - we always close our clients on time
• Work within a database
• Plan and set up lunch-ins, meetings, etc.
• Market, service, and promote the Company’s loan products

What you'll need to be successful :

Success in this job relies on your time management skills, organization, and positive attitude.

• Excellent customer service skills
• Strong written and verbal communication skills
• Strong computer and technology-related skills
• Must be extremely organized
• Computer savvy and strong ability to pick up quickly on new systems
• DU is a plus
• Ability to follow up with multiple prospects daily
• Strong organizational, problem-solving, and analytical skills required
• CRM / Salesforce experience and knowledge of working within a database are a plus
• Professional demeanor
• Self-motivated
• NMLS license

Where you come in :

In this role, you must be technically competent and driven to help our customers. You will need to bring enthusiasm, attention to detail, and a servant's heart to this role.

What we offer :

Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus dependent upon position / department.

What to do next :

If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're part of our Cornerstone family, we'll continue to invest in you as a valuable asset in our company.

As many of our team members can tell you, there's something special about working at Cornerstone.

Last updated : 2024-04-24