Job Description

Job Description

Job Description

Description:

Basic Description:

Integrate new Flat Branch sales employees into Flat culture, systems, and processes. Support transition and training during new hires first 12 months.

This position has the opportunity to be a hybrid role.

Responsibilities:

Transition:

• Support and encourage new LOAs during their first 12 months.

Training:

• Write 2-week training schedule.
• Schedule introductory department onboardings and zooms.
• Facilitate password and Account Login Set up.
• Implement 90-day training program.
• Connect LOA’s with team leads and mentor.
• Train on Flat Branch systems, processes, and best practices.
• Facilitate enrollment and training in marketing platforms.
• Participate in all ongoing company training on programs and processes.
• Connect and integrate new hire into team culture.
• Build Flat Culture and relationship throughout new hires first 12 months.
• Review disclosures and new submissions.

Additional:

• Help in finding inefficiencies and implementing protocol to resolve/improve.
• Highly available for ongoing conversations and questions from new sales member(s).
• Assist Transition Concierge, as needed, with Loan Officer support for sales associates within their first 12 months.
• Facilitate and/or lead department refreshes & trainings for existing LOA department.
• Communicate with Manager on progress of new LOA’s and communicate any needs.

Qualifications & Skills:

• Excellent Communication skills with ability to prioritize tasks
• Mortgage Loan Originator License required; previous loan officer experience preferred but not required
• Ability to address, communicate and resolve difficult tasks, conversations, and scenarios without compromising the integrity of the company, culture, or office
• Ability to travel when necessary (moderate travel)
• Prolonged periods sitting at a desk and working on a computer

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