Loan Partner

We’re hiring a loan partner who will work directly alongside our loan origination staff to help our applicants through the mortgage loan process. You’ll get applicants mortgage-ready, prepare paperwork, and respond to customer inquiries on transactions as needed. If you’re a detail-oriented employee with strong communication and time management skills, we highly encourage you to apply. Responsibilities:
• Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss outstanding items
• Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
• Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
• Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
• Screen and make calls, book appointments and provide administrative support as needed
• Make 20-30 calls per day to realtor partners and network partners. Candidate must have sales skills and comfortable calling.

Qualifications:

• Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients
• Possess an advanced understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
• Preferred degree in banking or finance, and a high school diploma or equivalent is required
• Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred
• Although not required, having an NMLS license or training is preferred Compensation: $20 - $30 hourly

• Make 20-30 calls per day to realtor partners and network partners. Candidate must have sales skills and comfortable calling.