Cmgfi
OpenLoan Officer
- Location
- Charlotte, United States
- Last seen
- Aug 6, 2026
About the role
• Originate quality FHA, VA and conventional mortgage and home equity loans. • Manage customers through the entire loan process, from data collection and analysis through loan conclusion while maintaining positive customer relationships. • Collect and analyze information regarding customer income, assets, investments and debts to include multifaceted or complex borrowers. • Submits completed loan application and supporting documentation to the processing department. • Present the advantages and disadvantages of different financial products to determine the best option for each customer’s financial situation. • Set proper customer expectations and provide timely status updates to ensure a positive customer experience. • Focus on marketing and promotional strategies to attract new purchase business, promoting a broad spectrum of mortgage products including but not limited to government, conventional, home equity and additional products within an assigned geographical area. • Build network and community relationships, aggressively promoting CMG to real estate agents, builders, developers, financial planners and other referral sources.
