Mortgage Loan Officer

Bachelor’s degree or equivalent practical experience
4+ years of mortgage lending experience
Active NMLS license or registration, with Texas licensing preferred
Expertise in mortgage guidelines, including Fannie Mae and Freddie Mac, with a preference for experience in Jumbo and non-QM loans
Position is a remote role based in Dallas, requiring residency in the Greater DFW area
Candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.

Consult and educate clients to assess their financing needs and guide them toward the most suitable mortgage solutions, helping them secure the best financial outcomes
Develop and maintain strong relationships with financial advisors, collaborating to create a seamless and positive home-buying experience for end clients
Serve as the primary point of contact for all home financing inquiries, providing expert knowledge on key products, particularly jumbo transactions
Manage an ongoing pipeline of loans, focusing primarily on home purchases, refinances, and HELOCs
Drive a best-in-class conversion funnel leveraging data to inform actions
Work cross-functionally across product operations, and technology to ensure optimal customer outcomes
Manage your loan pipeline to ensure you are always on top of client communications, even if it occasionally requires work outside non-standard business hours
Obtain mortgage licensing in an estimated 15-20 states, with support from Flourish for registration and ongoing continuing education
Maintain excellent communication with internal Flourish leadership and stakeholders
Exercise considerable judgment and analysis to arrive at recommendations and/or conclusions
Stay current on general trends in the financial markets and mortgage industry, with a focus on wealth management and lending
This position is expected to be able to support across the continental US time zones

Strong relationship-building abilities, ensuring clear and timely communication with advisors, borrowers, and agents
Tech-savvy mindset, with the ability to quickly learn and adapt to new systems as the mortgage industry evolves
Mortgage licensed in multiple states
A genuine passion for delivering exceptional customer service
A proactive, ownership-driven mindset, treating responsibilities with care and dedication