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| Purpose: Understand their lending experience, markets served, loan types handled. | |
| Tell us about your work background, including being a loan officer? |
| What loan products have you worked with most frequently? |
| What was your monthly/quarterly loan volume? |
| What technology stack are you experienced with? (CRM, LOS (Loan Origination Software), marketing, etc.) |
| What types of markets or borrower profiles do you primarily serve? |
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| Purpose: Gauge their ability to bring in business and build relationships. | |
| Do you currently receive leads from your company, or are you primarily self-generating business? |
| How do you build and maintain referral relationships? |
| Give an example of a time you exceeded your sales goals. How did you do it? |
| What activities do you focus on during slower months to continue driving business and how can we support those efforts? |
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| Purpose: Assess their grasp of regulatory/compliance and their ability to package deals properly. | |
| How do you ensure a loan file is compliant before submission? |
| What common red flags do you look for in applications? |
| Tell me about a time a deal was initially declined — how did you turn it around? |
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| Purpose: Evaluate how they interact with clients, especially under pressure. | |
| How do you handle difficult or nervous borrowers? |
| Give an example of a time you had to deliver bad news to a client. |
| What do you believe is most important in creating a positive borrower experience? |
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| Purpose: See if their personality and goals align with your team and branch values. | |
| Why are you considering leaving your current company or team? |
| What do you like and dislike about your current company or branch? |
| What kind of support are you looking for in your next role? |
| How do you handle stress during peak periods? |
| What are your professional goals in the next 1–3 years? |
| What do you enjoy doing outside of work? |
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