OUTSIDE LOAN ADVISOR
CB&T Mortgage
Outside Loan Advisor

GENERAL DESCRIPTION OF POSITION:
This is a sales position, with the primary responsibility of originating loans by developing strong referral relationships with Realtors, home builders and other real estate oriented centers of influence. In this role, you are also a consultant, required to provide the best in loan product counsel to your prospects and clients.

QUALIFICATIONS:

  • Previous sales background in the financial services sector is required.
  • Four year college education is preferred.

DUTIES AND RESPONSIBILITIES:

The principle duty of this position is to aggressively identify, assist and recommend to the Company potential borrowers of mortgage loan products offered by the Company and secured by residential real property.

In performing this duty, you will collect and analyze information about each potential borrower’s financial status, determine which of the financial loan products best fit the potential borrower’s needs and circumstances, advise the potential borrower concerning advantages and disadvantages of the different financial products, and make recommendations to the Company concerning prospective loans.

You are responsible for achieving the production goals as established by the Company.
You are also responsible to be knowledgeable of regulations, policies, procedures and guidelines as may be promulgated by various agencies, including but not limited to FHA, VA, FNMA, FHLMC and private investors and to conduct yourself in accordance with the “Code of Ethics of the Colorado Mortgage Lenders Association”, The “Company Values” statement, “Our Mission” statement and the “Non-Predatory Lending Policy” of the Company.