We don’t hire employees…we breed entrepreneurs.
Banks only offer ONE option…Its our obligation to show clients the BEST options.

UnifiedPrincipal Brokering Agents: At UnifiedPrincipal, we’re working to make financing
better and available for everyone. That’s where you come in. UnifiedPrincipal is looking for
smart, self-driven, entrepreneurial minded people who want to be part of a company giving
people the tools they need to meet their financial goals, all while delivering an outstanding
client experience. Learn more below.

* Maximize loan production through consultative selling, receiving internal transfers and
making outbound calls, converting leads into committed applications.

* Maintain a high level of industry specific knowledge, including, but not limited to loan
program guidelines and current regulatory requirements.

* Provide an exceptional customer experience for all parties involved in every transaction.

* Establish and build rapport and trust with internal business partners, such as Retail Bank
Branch employees, Community Business Owners and employees and Investors to deepen
relationships and increase loan referrals.

* Develop solutions to help clients achieve their personal and financial goals while guiding
them through the loan origination process from application to closing.

* Evaluate different loan structuring alternatives and present prospects with multiple product
options to choose from, educating the Borrower on the benefits and features of each.

* Negotiate and Lock optimal pricing for customers.

* Review documentation with Borrower for accuracy, completeness, and acceptability.

* Work closely with Operations’ partners to effectively manage a loan pipeline and secure
loan closings for customers.

* Respond to consumer inquiries and resolve loan qualification problems in a timely manner.

* Ensure all aspects of mortgage loan production are in compliance with all applicable State
and Federal Laws, regulations, and bank policies and procedures.

* Ensure the provision of proper financial advice to support the growth of long-term customer

* Professional demeanor demonstrating patience, composure, and a positive attitude.

* Ambitious with a strong sense of urgency and initiative to accomplish individual sales
quantity and quality goals established by management.

We focus on what’s best for the community…then we do something about it…