Loan Partner

We are looking for a highly-skilled loan partner to join our top-producing team and work alongside our loan officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us to obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, apply now!

Responsibilities:

1. Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork.
2. Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator.
3. Screen and make calls, book appointments and provide administrative support as needed.
4. Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction.
5. Serve as the primary contact and liaison between clients, branch manager, and assigned mortgage loan originator and conduct meetings to coordinate any follow-up items.

Qualifications:

1. Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred.
2. Having an NMLS license is not required, but is preferred.
3. Possess an advanced understanding of different loan products, such as conventional loans, FHA, VA, adjustable/fixed, commercial loans, etc.
4. At least 5+ years of professional office environment required, preferably as a loan officer assistant or mortgage assistant.
5. College degree in finance or banking preferred. High school diploma or equivalent required.

Compensation:

$200,000 - $250,000 yearly