Description We are in search of a Loan Originator to join our team in the Real Estate industry, based in Dallas, Texas. Your role will primarily focus on originating new loans, maintaining and updating customer records, and addressing customer inquiries. This role provides an opportunity to work in a dynamic environment, leveraging your skills to enhance our business operations.

Responsibilities:

• Originate new loans, leveraging your knowledge of real estate and financial markets to provide sound advice to clients

• Maintain and update customer records in our CRM system, ensuring that all customer information is accurate and up-to-date

• Address customer inquiries in a timely manner, providing excellent customer service to ensure customer satisfaction

• Utilize Excel modeling to analyze and interpret financial data, making recommendations based on your findings

• Leverage your knowledge of Accounting Software Systems to effectively manage customer accounts

• Utilize Crystal Reports and Data Mining Techniques to generate reports and extract key insights from data

• Execute accounting functions and accrual accounting practices to ensure financial transparency

• Conduct auditing of customer accounts to identify and rectify any discrepancies

• Participate in budget processes, assisting in the development and management of financial plans

• Assist in capital management, ensuring that resources are effectively allocated and managed. Requirements • Proficiency in using Accounting Software Systems

• Experience with ADP - Financial Services

• Familiarity with CRM systems

• Ability to create and analyze Crystal Reports

• Knowledge of Data Mining Techniques

• Understanding of Accounting Functions

• Accrual Accounting skills

• Experience in Auditing

• Familiarity with Budget Processes

• Knowledge of Capital Management

• Experience in the Real Estate industry

• Previous experience as a Loan Originator is a plus

• Strong communication and interpersonal skills

• Ability to work independently and as part of a team

• Excellent problem-solving abilities

• High level of integrity and professionalism

• Ability to manage multiple tasks and deadlines.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .