New Penn Financial Loan Officer (Shelter Mortgage Company) in Pensacola, Florida


Sells loan products offered by New Penn Financial, LLC

Contacts prospective clients to develop and maintain referral sources

Meets with prospective clients at outside locations such as a client’s home

Makes in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower leads

Engages in marketing and promotional activities in support of your own sales.

Meets monthly minimum personal production goals (3 units)

Takes mortgage loan applications and prepares effective loan proposals:

Determines a consumer’s needs and offer the appropriate product

Originates loans for appropriate amounts, rates, and terms that comply with NPF’s program guidelines

Provides consumers with a superior level of customer service:

Quickly and accurately answers all customer inquiries in a professional manner

Obtains all information deemed necessary to process loan requests in a timely manner, including but not limited to credit reports, income verification, appraisals, lien searches, etc.

Analyzes the information and provides insight where appropriate

Provides assistance to applicants and solves all problems that may arise between application and settlement

Stays informed of developing trends in the mortgage industry

Attends/assists with scheduled meetings, training sessions and courses

Maintains compliance with all industry-specific federal and state licensed activity requirements and New Penn Financials Code of Conduct


Two (2) year college degree preferred (or equivalent experience)

Minimum successful three (3) years mortgage loan origination experience

Must qualify for and obtain state licensure in the states where New Penn Financial does business; mortgage licensure requires a good credit score, no tax liens and a clean criminal background check

Proven sales skills and leadership abilities


Ability to quickly connect with people in an outgoing, friendly manner

Persuasive, selling communication skills

Strong sense of responsibility for completing work quickly and accurately

Ability to handle faster-than-average pace of activities

Detail-orientation with efficient focus on work activities

Careful decision-making skill with ability to avoid mistakes

Ability to delegate in a positive style with thorough follow up skills

Excellent oral, written, listening, and organizational skills

Basic computer skills

Ability to work independently

ID: 2017-3760

Type: Full-time

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