Hiring difference makers.
📁
Mortgage & Commercial Lending
💼
TIAA Bank
Share this Job
Join our Talent Network

As a part of TIAA’s Retail & Institutional Financial Services business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.


PRIMARY CHARACTERISTICS

The Retail Direct Loan Officer position is responsible for converting prospective clients into new loan applications by presenting customers with appropriate mortgage products and pricing based on their borrowing needs. They will sell multiple brands of lending products through the use of inbound and outbound sales calls. Once the customer has applied for a company product, the Retail Direct Loan Officer will manage the client experience from origination to closing, ensuring a positive customer service experience.


 
ESSENTIAL FUNCTIONS
  • Sell multiple brands of company loan products to prospects, effectively converting them to borrowers

  • Determine and communicate loan level pricing with customers and management in order to maximize profitability

  • Analyze underwriting guidelines to determine the documentation and lock/pricing requirements on loan level basis

  • Learn various types of borrowing programs and processes and stay current with changes and new products

  • Provide excellent customer service and effectively recover service when needed

  • Follow-up with customers in a timely and efficient manner

  • Manage active pipeline from origination to closing
  • Work effectively with Fulfillment departments to ensure loan requirements are satisfied and deadlines met

  • Efficiently work with various types of systems and software programs simultaneously to maximize time spent selling products

  • Establish work habits conducive to market variations
  • Work with management to develop sales plan and use their instruction to ensure business success

  • Adhere to all federal and state compliance guidelines relative to the position

  • Continually develop sales skills through attending systems and product training and other educational opportunities necessary for the position

 
KNOWLEDGE, SKILLS, AND ABILITIES REQUIREMENTS
  • Must be a self-starter and self-motivated to meet job expectations and goals

  • Must be able to thrive in a fast paced, multi-tasking environment

  • Must be able to make decisive and accurate decisions
  • Ability to manage multiple deadlines
  • Possess superior customer service skills
  • Must be organized and responsible and able to use good judgment

  • Ability to learn multiple technical application systems and programs

  • Ability to use MS-Word, MS-Excel, MS-Windows, MS-Outlook and the internet effectively

TRAINING AND EXPERIENCE

  • Bachelor’s degree strongly preferred
  • Previous sales experience, preferably in the mortgage or financial services industry

  • Previous employment that requires interaction with clients via phone or direct contact

  • Must be S.A.F.E. Act registered through NMLS
    OR
  • Have at least one (1) year of mortgage or financial services experience AND become S.A.F.E. Act registered through NMLS upon hire


Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law.   


If you need assistance applying due to visually or hearing impaired, please email Careers Help 


We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

 

 

Previous Job Searches

My Profile

Create and manage profiles for future opportunities.

Go to Profile

My Submissions

Track your opportunities.

My Submissions

Similar Listings

TIAA Bank

United States, Florida, Jacksonville

📁 Mortgage & Commercial Lending

TIAA Bank

United States, Florida, Jacksonville

📁 Mortgage & Commercial Lending

TIAA Bank

United States, Florida, Jacksonville

📁 Mortgage & Commercial Lending

STUDENTS

Start your career with us

We're looking for amazing people who want to build a rewarding and challenging career with a different kind of financial services organization.

Internship opportunities

Internship opportunities are not available at this time. Please check back in August to review the opportunities we have available. In the interim, please join our Talent Network to remain abreast of news across TIAA, TIAA Bank and Nuveen.

Human Resources Internship Opportunities Technology IT Internship Opportunities
Wealth Management Internship Opportunities
Investment Management Internship Opportunities

WHO WE ARE

Created to serve. Built to perform.

DIVERSITY

We're proud of our diverse backgrounds and perspectives.

LEARN MORE

LOCATIONS

We have opportunities available across the United States and in India.

LEARN MORE

OUR BENEFITS

The overall health of our employees is important to us.

VIEW BENEFITS

INTERNSHIP PROGRAM

The intern experience

Explore a career and gain professional work experience during our 10-week summer internship program.

 

Get introduced to a career at a Fortune 100 financial services organization while you apply your skills and talents to challenging and meaningful projects. You’ll receive professional development training, participate in networking sessions and social activities, and gain valuable exposure to TIAA senior executives through the Executive Speakers Series. All summer interns start work the first Monday in June.

 
 

Open to current students, rising senior or first year graduate level.

 

Locations include Charlotte, NC; New York, NY; Iselin, NJ; Boston, MA; and Denver, CO. Nuveen - Chicago, IL; New York, NY; Los Angeles, CA; and Newport Beach, CA. TIAA Bank - Jacksonville, FL and Mount Laurel, NJ.

Submit your resume online via your school career website and/or by using the job search function on this page – use keyword internship to search for positions. Note: If no results appear, it’s likely that either we aren’t accepting applications just yet for the upcoming summer program or we have completed our most recent recruiting cycle.


Typically, we begin our recruitment season in September and start interviewing candidates in October.


Be sure to check back.

RECRUITING

How the recruiting process works

CAMPUS VISITS

Recruiters visit select campuses in the fall and spring.

APPLY

Submit your resume through your school career website and/or by searching "internship" using the job search.

INTERVIEW

We’ll hold interviews with selected candidates on your campus or at an office near you.

THE OFFER

Congrats! We’ll contact you with details and information about the required background screening.

START WORK

We’re glad you’re here! Be sure to take advantage of all the career development resources we offer.