You will be fed leads. My core focus as Chief Loan Officer is to market, build larger relationships, speak at conferences, while yours will be to take the calls, handle the quote intakes, decide which lenders to price with, generate fee sheets, and close business. Yes, you will actually be having true sales calls to convert quotes into loans, and you'll be paid well for these skills.
You are not support staff, you are a core revenue driver and the person who makes every borrower feel fully supported and confident that they’re in the best hands.
Every new lead that comes in, every quote that needs to be priced and delivered, every borrower who is waiting for an answer — that is your domain. You help feed the pipeline. You protect the borrower's experience. You protect the reputation of this company.
Every prospect should leave your interaction feeling like you are the best strategist for their financing problem with certainty. Of course, you have me to always pull in when needed, but treat me as your support staff.
You will work directly with me as the Chief Loan Officer and you will be given your own loan officer assistant to help you manage your CRM, book calls for you, follow up with prospects, generate your pricing if needed, generate your fee sheets if needed, request documentation...because your time should be on revenue generating activities such as taking calls, making calls, and getting quote approvals to submit as loans to our processing team.
You'll have access to a tight-knit remote team inside a tech stack built for speed: ClickUp, Follow Up Boss (FUB), Slack, and AI tools that most competitors don’t even know exist yet.
You also have a backend processing team and a pipeline manager who handle file management and keep loans moving toward close. When issues come up during the file, that’s not on your plate — your focus stays on the front end: new conversations, new quotes, and making sure every client feels like they’re working with the best team in the business.