Loan Partner

We are seeking a skilled and organized individual to join our team as a Loan Partner. In this role, you will provide crucial support to our Loan Originators by assisting in various tasks throughout the loan process. This includes communicating with clients and referral partners, gathering necessary documentation, preparing loan files, and ensuring a smooth and efficient process from application to closing.

Established in 2005, HMA Mortgage was founded by David Holland and has since become a highly respected independent lender based in Pittsburgh, Pennsylvania. With 20+ years in the mortgage industry, David has guided HMA to become one of Western PA's largest independent mortgage bankers while being the #1 Loan Officer in Western PA for three consecutive years and consistently ranking in the top 1% nationally.

In 2023 industry leaders Tom Mills and Robert Fillyaw joined Dave as Managing Partners, over doubling the size of HMA, expanding into 34 states with 15 new locations by 2026. With a leadership team that focuses on clearing obstacles that get in the way, our sales force can focus on income‑producing activities which foster a culture of growth and success.

• Employee Wellness Coaching Program
• Financial Future: 401(k) plan featuring a generous employer contribution.
• Work-Life Balance: A competitive Paid Time Off (PTO) package.
• Culture & Growth:
  Be a part of a fast‑growing organization defined by its supportive and collaborative company culture.

Your role will be to assist Mortgage Loan Originators with incoming applications, structuring loans, requesting documents, qualifying loans, and delivering timely and accurate communication to all parties. The ideal candidate will have excellent communication skills, attention to detail, and the ability to thrive in a fast‑paced environment.

• Assist Loan Originators in the preparation and completion of loan applications.
• Communicate with clients to gather necessary financial documentation and information.
• Review and verify the accuracy of application information and loan documents.
• Qualify loans through the AUS.
• Prepare loan files for submission to underwriting.li>
• Coordinate with various parties involved in the loan process – including clients, real estate agents, appraisers, and title companies.
• Provide excellent customer service to clients, addressing any questions or concerns throughout the loan process.
• Maintain thorough and accurate records of all loan transactions and client interactions.
• Assist in resolving any issues or discrepancies that may arise during the loan process.
• Stay informed about current industry regulations and best practices.
• Collaborate with team members to ensure a high level of efficiency and productivity.
• Adhere to compliance standards.

• A minimum of two (2) years’ Mortgage experience is required.
• Encompass LOS experience is a must.
• Excellent organizational skills and attention to detail.
• Self-starter who is also a Team Player.
• Ability to meet strict deadlines.
• Ability to multitask and prioritize tasks effectively in a fast‑paced environment.
• Proficient with Conventional, FHA, VA, USDA, State Bond programs, and Renovation loan programs.
• Suitable home internet connection.
• College Degree in a related field preferred but not required.