Job Description

Job Description

Job Description

Does this describe you?

Organized

Adaptable

Disciplined

Detail-Oriented

If so, let’s talk!!

We are currently seeking a self-motivated, professional individual to join our   team as a  LOAN OFFICER.

The Loan Officer plays a crucial role in expanding our funeral home loan portfolio by fostering relationships and providing tailored financing solutions for existing and potential clients. This position involves analyzing the financial statements, market trends, demographics, and business cycles of prospective funeral home clients to recommend qualified candidates to the loan committee.

Responsibilities:

• Create, build, and maintain relationships with prospective and current funeral home clients, as well as members of our sales team
• Review and analyze loan applications and financial documents to assess applicants' creditworthiness and financial stability.
• Provide clients with the knowledge and resources they need to understand the steps toward achieving success through financing.
• Meet with loan applicants in person, by phone, or virtually to discuss loan needs and verify application information.
• Use lending guidelines to calculate loan terms, monthly payments, and interest rates based on the applicant's unique needs.
• Participate in the loan closing process, ensuring that all necessary items are collected, services are ordered, paperwork is signed and that funds are disbursed accurately and timely.

Qualifications:

• Bachelor’s Degree required; concentration in finance is preferred.
• 2-5 years of experience in financial analysis, commercial lending, credit analysis, or a related field.
• Skilled in building and maintaining strong relationships with both internal teams and external clients and partners.
• Proficient in Microsoft Office, with experience in financial modeling and analysis.
• Familiarity with loan administration and workflow management software.
• Experience reading, analyzing, and interpreting financial statements and tax returns.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent organizational skills with the ability to manage multiple tasks and deadlines.
• High level of confidentiality when handling sensitive information.
• Effective team player with the ability to work independently and self-motivate.
• Adaptable and open to incorporating new ideas and changes in processes.
• Excellent written and oral communication skills for client interactions and internal collaboration.

About Directors Investment Group
Directors Investment Group (DIG)  offers an award-winning workplace that is truly one-of-a-kind.
DIG  has been recognized with numerous workplace awards, including the prestigious  FORTUNE magazine “Best Small & Medium Workplaces” List, the “Best Workplaces in Finance & Insurance” List, the “Best Workplaces for Millennials” List, and the “Best Workplaces in Texas” List. The company is also a winner of the top 100 “Best Companies to Work for in Texas,” published by  Texas Monthly .
Based in Abilene, TX,  DIG offers a unique corporate culture and benefits that our employees love! Founded on Christian principles of leadership through service, integrity, honesty, and respect, the company is dedicated to serving the funeral profession and helping funeral homes enhance their service to families in a rapidly changing marketplace. In fact, our mission is "to be known as the best, most-respected provider of service to the funeral industry."
So, what makes  DIG such a great place to work? We apply these same principles to how we treat our employees: offering excellent compensation, a fun, friendly, and supportive work environment, and more benefits and perks than we can mention; including employer-paid health coverage, 401(k) matching, life insurance, an on-site clinic, a 24-hour fitness center, free fresh fruit and beverages, a corporate university, book studies, and many personal growth opportunities for mind, body, and soul.

An Equal Opportunity Employer

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