Loan Officers and Sales Agent.
Company Description
Commercial Partners of Texas has been providing commercial and residential mortgage loans for 14 years. The company finances a wide range of asset classes, including construction and development projects, with both debt and GP/LP structures. With the ability to fund transactions up to $150M, Commercial Partners of Texas serves diverse clients and complex financing needs. The organization focuses on tailored lending solutions, efficient processes, and long-term client relationships. Team members work in a results-oriented environment with opportunities to grow in the mortgage and finance sector. Role Description The Loan Officers and Sales Agent role is a contract, remote position focused on originating and managing commercial and residential mortgage loans. Day-to-day responsibilities include identifying and qualifying prospects, conducting initial borrower consultations, and gathering required documentation to complete loan applications. The role involves coordinating with underwriting to evaluate risk, structuring loan terms, and guiding clients through the approval, closing, and funding process. The individual will also follow up with clients and partners, maintain accurate records in the CRM system, and meet established sales and production targets. Collaboration with internal teams and external stakeholders is essential to ensure high-quality service and timely execution of loan transactions.
Qualifications
- Loan origination and Loan Officer experience, with a strong track record in commercial and/or residential mortgage lending.
- Solid Finance and underwriting skills, including the ability to analyze financial statements, collateral, and project viability.
- Strong Customer Service capabilities, with the ability to communicate clearly, build trust, and manage client expectations.
- Knowledge of loan products, lending regulations, and mortgage industry best practices.
- Proven ability to work independently in a remote environment and manage multiple deals simultaneously.
- Proficiency with CRM systems and basic office software for documentation and pipeline management.
- Relevant licensing or registration as required by state and federal regulations (e.g., NMLS), or willingness to obtain.
- Prior experience in sales or business development within financial services or real estate is highly beneficial.