Cambridge Wilkinson

Compensation

Full Description

Overview We are seeking a dynamic and motivated Originator / Referral Partner specializing in Specialty Finance & Lender Finance to join our remote team. This role is ideal for professionals with a strong background in financial sales, loan origination, and customer service within the financial services industry. The successful candidate will play a key role in developing client relationships, generating referral opportunities, and supporting our lending operations through effective communication and industry expertise. This position offers the flexibility of remote work while engaging with a fast-paced, innovative financial organization committed to excellence and compliance. Duties • Cultivate and maintain relationships with referral sources, including brokers, real estate agents, and financial institutions. • Identify potential clients and generate new business opportunities through proactive outreach and networking. • Educate clients on various loan products, including FNMA guidelines, mortgage servicing, and specialized finance options. • Collaborate with internal teams to facilitate loan origination processes, ensuring compliance with TILA, Fair Housing regulations, and other legal requirements. • Assist clients throughout the loan process by providing exceptional customer service and guiding them through underwriting, loan processing, and contract negotiations. • Utilize financial software such as Quicken, accounting software, and other banking tools to track leads, manage client data, and document interactions accurately. • Conduct credit analysis and basic math calculations to assess client eligibility and prepare necessary documentation for loan approval. • Stay informed about industry trends related to mortgage origination, escrow procedures, and financial services to better serve clients and referral partners. • Ensure adherence to all regulatory standards including FNMA guidelines, TILA disclosures, and Fair Housing regulations during all stages of client engagement. Experience • Proven experience in financial sales, loan origination, or loan officer roles within the mortgage or financial services sector. • Familiarity with FNMA, mortgage servicing, underwriting, credit analysis, and related regulatory frameworks such as TILA. • Strong skills in negotiation, contracts management, and customer service with an emphasis on building long-term relationships. • Proficiency in using financial software, including Quicken, accounting software, banking platforms, and financial software tools for data management. • Ability to perform basic math calculations accurately (10 key typing, math skills) essential for credit assessment and financial analysis. • Knowledge of Fair Housing regulations and experience working within legal compliance standards relevant to mortgage lending. • Excellent communication skills with a demonstrated ability to educate clients about complex financial products while maintaining professionalism remotely. This role is perfect for individuals passionate about finance sales, relationship building, and providing top-tier service within a flexible remote environment. Candidates should be self-motivated with a strong understanding of the mortgage industry’s regulatory landscape and a commitment to ethical practices. Job Type: Contract Pay: $1.00 - $5,000,000.00 per year Work Location: Remote