Junior Loan Officer (Hybrid, in office up to 3x per week) at Hartford Financial Services

McKinney, Texas, United States

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Not SpecifiedCompensation

Internship, Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial Services, Mortgage LendingIndustries

Requirements

High School diploma or general education degree (GED)
2 years of completed college coursework at an accredited institution (4-year degree highly preferred)
Self-motivated and achievement-oriented
Willing to work in a high-energy environment and provide a high level of service to clientele
Ability to grasp new concepts and master new loan products
Ability to work effectively with computers and technology
Experience with Encompass and Velocify is a plus but not required
Willing to work hybrid (in office up to 3x per week)

Responsibilities

Performs regular administrative duties as needed for the Sales team including telephone support, document collection, and fulfillment
Processes correspondence, files and performs other specific duties for the Sales team
Manages pipeline for the Sales team to include making sure compliance, disclosure, and redisclosure requirements are met
Serves as Sales, administrative, or fulfillment backup whenever a team member is on Paid Time Off or cannot otherwise respond in a timely fashion
Handles incoming calls and performs outbound calls to customers seeking a loan from Cascade
Assists in gathering loan documentation including customer-executed documents
Helps to prepare files for submission working as needed with Operations to ensure the timely closing of the loans in the LO’s pipeline
Provides excellent customer service through timely follow up and courteous professional correspondence with customers and Cascade team members
Maintains confidentiality of all sensitive customer and company information at all times
Works independently, operating within division or department policy guidelines using sound judgment to achieve assigned objectives
Complies with all safety policies, practices, and procedures. Reports all unsafe activities to supervisor and/or Human Resources
Participates proactively in team efforts to achieve departmental and company goals
Performs other Sales-related duties as assigned by Management

Skills

Encompass

Velocify

Loan Processing

Pipeline Management

Customer Service

Document Collection

Compliance

Telephone Support

Outbound Calls

Hartford Financial Services

Insurance and financial services provider

About Hartford Financial Services

Hartford Financial Services provides insurance and financial products designed to protect individuals and businesses. Their offerings include various types of insurance, such as auto, home, and business insurance, as well as retirement and investment solutions. The company focuses on ensuring that clients are safeguarded against risks while also aiming to create a positive impact in the community. Unlike many competitors, Hartford Financial Services emphasizes a commitment to human achievement, striving to support clients in ways that extend beyond traditional insurance coverage. The goal of the company is to empower individuals and businesses to thrive by providing comprehensive protection and contributing to societal well-being.

Hartford, ConnecticutHeadquarters

1810Year Founded

$77.7MTotal Funding

N/ACompany Stage

Social Impact, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Holidays

Hybrid Work Options

Remote Work Options

Tuition Reimbursement

Risks

AI-driven solutions like HOMEE increase competition in P&C insurance.

Beam Benefits' growth challenges Hartford's market position in employee benefits.

Superscript's funding may disrupt traditional insurance models Hartford relies on.

Differentiation

Hartford is recognized as one of the World's Most Ethical Companies.

The Hartford's critical illness insurance covers a wide range of health conditions.

Partnership with CAPE Analytics enhances Hartford's risk assessment with geospatial intelligence.

Upsides

AI-driven claims management adoption boosts efficiency in insurance processing.

Digital transformation with Beam Benefits simplifies employee benefits processes.

Geospatial intelligence from CAPE Analytics improves risk assessment and underwriting.

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