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Mortgage Loan Originator

Kbwfinancial

Auburn, MA · Posted November 5, 2026

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How AI is used in this kind of work

Among loan officers, AI is already used for some of the tasks. Measured exposure for loan officers: 19% (some).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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About the job

Mortgage Loan Originator

Auburn, Ma.

POSITION SUMMARY : Proactively solicits and originates residential mortgage loans, ensuring compliance with internal, regulatory and secondary market guidelines. Actively fosters and cultivates business relationships with diverse members of the community to generate residential mortgage business meeting and exceeding sales goals and objectives. Provides guidance to customers throughout the mortgage application and processing activities.

PRINCIPAL RESPONSIBILITIES:

Executes effective residential mortgage marketing plans to meet or exceed agreed upon residential mortgage production goals.

Customarily and regularly makes business development and sales calls on mortgage loan prospects and customers at their places of business and solicits mortgage loan applications.

Identifies, develops and maintains referral contacts, including realtors, builders, professional and community contacts.

Participates in diverse community activities to foster and cultivate network relationships.

Provides mortgage clients sound mortgage advice based on a full understanding of client needs as well as the Bank’s residential mortgage products and their benefits.

Continually develops and maintains specialized knowledge of internal, regulatory and secondary market guidelines. Acquires and maintains comprehensive understanding of all products offered.

Assists Mortgage Loan Processor with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review.

Plays a key role in facilitating the processing of the loan to achieve customer satisfaction and meet investor requirements. Responds to and resolves customer issues and may participate in obtaining required documents from the applicant throughout the process.

Ensures compliance with internal, regulatory and secondary market guidelines.

Qualifications:

5 - 7 years’ experience in residential mortgage lending

Bachelors degree in business administration or similar

If interested, please reach out to jalercio@kbwfinancial.com

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