Job Description

At Lawrence Financial Group, we are proud to meet the needs and wants of our customers. To help us to continue to grow our offerings to our clients, we are in search of a loan originator to specializes in the direct communication of sales to prospective customers. As an ideal candidate, you will have a keen skillset for communication, marketing, and sales. You will have an innovative mindset to form and grow unique conceptual relationships with clients and potential clients and will be able to strategize with them to make sure you are offering them effective service, and continuous knowledge of products, prices, rates, and any changes to those specific terms.

You may already be a confident leader with experience in the lending industry that is willing to think outside of the box, willing to specialize on 1 on 1 relationships with affiliated teams, focusing on gaining trust, growing and fostering that relationship, all while providing relative continuous education.

Objectives Of The Role:

Daily and Monthly Responsibilities:

Skills and Qualifications:

• Analyze consumer needs
• Understand and educate consumers on market trends, rate changes, product changes; etc.
• Assess current competitor offerings, seeking opportunity to differentiate
• Build relationships with lenders, to gain full knowledge of products and offerings
• Develop, implement, and maintain direct lines of communication with consumer- including, but not limited to social media updates, email outreach, phone calls/text messages, and public appearance events
• Continuously search for new product ideas/ lender partnerships/ marketing tactics to stay relevant and competitive
• Interact on your own social media, real estate pages, groups, chats; etc.
• Provide updates to the consumer industry related rates, statistics, predictions; etc. using verbal and visual references
• Seek creative financing solutions for different purchase or refi scenarios
• Seek new or unique products that lenders are offering
• Schedule 1 on 1 calls or (Strategy Sessions) with consumers to hear about what their goals are, what they are working on, and check to see if there is anything you can do to assist. If no current deals need looked at, schedule a follow up call for 30 -45 days.
• Travel to the region of the market you are specializing in, if you don't live in the area
• Interact/Speak at live events, attend relevant happy hours, conferences, networking events in order to place yourself directly in the face of consumers
• Consistently look for new opportunities and creative ways to share product market knowledge information.
• Cultivate, grow, and maintain relationships with consumers
• Facilitate and complete lending transactions with consumers, working with preferred lenders and assigned processors
• Use tools like the Monday CRM, Highlevel, slack, and outlook to track progress and communicate all lending related items to clients and other LFG Team members

Skills and Qualifications: 

• Strong experience with customer relations
• Strong skillset of communication
• Strong skillset of social media utilization and outreach
• Strong skillset of presentation and public speaking
• Strong skillset of marketing strategies
• Ability to cultivate, land, grow, and facilitate relationships with consumers
• Ability to cultivate, land, grow, and facilitate lending transactions with consumer
• General knowledge of real estate
• General knowledge of the mortgage industry
• Ability to educate oneself on product knowledge and product, rate and term changes from lenders
• Ability to be resourceful and quickly research and understand different real estate markets based on interest

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