Corporate Loan Officer

Purpose

The Corporate Loan Officer is a member of the centralized sales team responsible for conducting outbound calls to past and existing clients to identify new mortgage opportunities—primarily refinance, purchase, or home equity. Unlike field-based Loan Officers, Corporate Loan Officers work from a centralized office environment and are provided with curated, high-quality leads generated through BOE’s internal lead management and analytics systems.

This position is ideal for self-motivated professionals who thrive in a fast-paced, team-oriented call center environment and who take pride in building long-term relationships with clients. Corporate Loan Officers are expected to deliver exceptional service, educate clients on available loan options, and help them achieve their financial goals.

Key Responsibilities

• Outbound Engagement : Proactively contact past and existing BOE clients via outbound calls, text, and email to identify refinance or purchase opportunities.
• Lead Management : Work assigned leads using BOE’s refi intelligence platform , which identifies clients who are likely to benefit from a refinance or new mortgage opportunity based on factors such as home equity, property values, interest rate trends, and loan history.
• Client Consultation : Assess customer needs, explain available loan programs, and guide clients through next steps of the mortgage process.
• Loan Origination : Take complete and accurate loan applications via phone or digital platforms and ensure all required documentation is gathered.
• Compliance : Maintain strict compliance with all mortgage regulations, including RESPA, Regulation Z, Fair Lending, HMDA, Bank Secrecy Act, and other applicable laws.
• Pipeline Management : Track all client interactions and follow up consistently to ensure smooth progression through the application process.
• Cross-Functional Collaboration : Partner closely with processing, underwriting, and closing teams to ensure accuracy, timeliness, and an excellent client experience.
• Performance Goals : Meet or exceed individual and team production goals as established by management.
• Customer Retention : Serve as a trusted point of contact for past clients, reinforcing BOE’s commitment to service beyond the initial loan transaction.
• Professional Development : Attend regular sales and compliance meetings, and stay informed about market trends and loan program changes.

Position Requirements

Work Environment & Physical Requirements