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Careers

Pinnacle Real Estate Advisor is fundamentally changing the mortgage industry, and this is your opportunity to join our team. As a team committed to leading the industry, we are committed to finding and hiring self-motivated, forward-looking individuals. 

Loan Officer

As a loan officer you will develop loan applications by evaluating applicant information and documentation.

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Your responsibilities will include:

  • Evaluates loan applications and documentation by confirming credit worthiness.

  • Improves loan applications and documentation by informing applicant of additional requirements.

  • Rejects loans by explaining deficiencies to applicants.

  • Approves loans by issuing checks or forwarding applications to loan committee.

  • Completes loan contracts by explaining provisions to applicant; obtaining signatures and notarizations; collecting fees.

  • Helps customers by answering questions; responding to requests.

  • Maintains customer confidence by keeping loan information confidential.

  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

  • Accomplishes bank mission by completing related results as needed.

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Some other skills we'll look for: Audit, Financial Skills, Financial Software, Customer Service, Thoroughness, Confidentiality, Analyzing Information , Decision Making, Verbal Communication, Professionalism, Quality Focus

Loan Processor

We are looking for a reliable Loan Processor.   You will undertake an intermediary role between potential clients and our financial institution. The goal is to help qualified applicants obtain loans in a timely manner and protect our organization’s credibility.

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Your responsibilities will include:

  • Perform initial review of potential borrowers by thoroughly examining their applications

  • Assess the credit standings of applicants through background research

  • Interview applicants to evaluate their eligibility for loan

  • Conclude on all applicable financial and non-financial criteria and develop loan repayment plans

  • Follow up with clients to clarify important points

  • Give the “green light” to eligible candidates and report decisions with sound arguments

  • Keep clients informed on current guidelines and obligations

  • Remain up to speed regarding lending and other financial services

  • Create and renew records

  • Identify customer needs, explore all options and suggest different types of loans

  • Cultivate trustworthy referral networks, suggest alternate channels and cross-sell products and services

  • Forge trust relationships and enhance customer dedication

  • Work within established regulations and adhere to law requirements at all times

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Some additional skills and qualifications we'll look for: Proven working experience in a loan processor role, Good knowledge of banking computer software and MS Office, Comprehension of direct/indirect lending procedures, In-depth understanding of relevant rules and regulations, Excellent communication and sales skills, Balance between customer satisfaction orientation and a results driven approach, and BSc degree in finance, economics, or a related field.

Loan Officer Assistant

 A Loan Officer Assistant works alongside designated Loan officers in a productive environment.  This position involves supporting a team in the loan origination process as well as performing daily administrative tasks.  Tasks are completed with a deadline and with proficiency.

This position requires registration with the national Mortgage Licensing System and Registry (NMLS), as created under the federal S.A.F.E. Act.

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  • Perform specific tasks assigned by loan officer

  • Ensure files move through processing and closing in a timely manner

  • Establish appointments with clients

  • Meet with clients to complete necessary documents

  • Make copies of important documents

  • Promptly respond to client’s questions and concerns

  • Follow up with clients at all times, keeping them informed of the loan process

  • Accurately obtain & review applicant’s credit history

  • Systematically store and maintain client data and files

  • Properly prepare files for submission to processing

  • Daily illustration of excellent customer service skills with clients and applicants to ensure client retention

  • Efficiently perform a variety of research duties in support of the branch

  • Stay acquainted with assigned Loan Officer’s daily schedule

  • Proficiently assist in the development of financial objectives in association with present data

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Some additional skills and qualifications we'll look for: Proven working experience in a loan processor role, Good knowledge of banking computer software and MS Office, Comprehension of direct/indirect lending procedures, In-depth understanding of relevant rules and regulations, Excellent communication and sales skills, Balance between customer satisfaction orientation and a results driven approach, and BSc degree in finance, economics, or a related field.

Email your application to us at blally@pinnaclerealestateadvisor.com
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