Licensed Mortgage Associate

Launch Your Mortgage Career with Purpose

Join our dynamic team as a Licensed Mortgage Associate and become the backbone of exceptional customer experiences in the mortgage industry. This role perfectly balances administrative excellence with sales support, offering hands‑on experience across every aspect of the mortgage process while building the foundation for your long‑term career success.

Join our dynamic team as a Licensed Mortgage Associate and become the backbone of exceptional customer experiences in the mortgage industry. This role perfectly balances administrative excellence with sales support, offering hands‑on experience across every aspect of the mortgage process while building the foundation for your long‑term career success.

• Client Relationship Management:
  Serve as a trusted point of contact, responding to client inquiries and maintaining clear communication throughout the loan process.
• Documentation Coordination:
  Guide borrowers through document collection, ensuring complete and accurate submissions that expedite approvals.
• Follow‑Up Excellence:
  Proactively communicate with customers, vendors, and stakeholders to keep files moving smoothly toward closing.
• Problem Resolution:
  Address challenges quickly and professionally to maintain exceptional service standards.

• Create compelling promotional materials and sales literature that drive business growth.
• Analyze market trends and identify potential customers to expand the sales pipeline.
• Support marketing initiatives that attract new business opportunities.

• File Management:
  Conduct preliminary loan file reviews to ensure compliance with investor guidelines and approval criteria.
• Document Processing:
  Order and review credit reports, appraisals, condo questionnaires, and other essential property documents.
• Quality Assurance:
  Review borrower documentation for accuracy and completeness, including pay stubs, bank statements, and tax documents.
• Regulatory Compliance:
  Maintain strict adherence to industry regulations and federal/state law requirements.

• Timeline Management:
  Perform follow‑up tasks necessary to meet critical closing deadlines.
• Stakeholder Communication:
  Coordinate with title companies, insurance providers, and closing departments.
• Post‑Closing Support:
  Conduct follow‑up activities to ensure customer satisfaction and identify future opportunities.

• Provide essential support to assigned Mortgage Consultants, enhancing their productivity and client relationships.

• Originate residential mortgage loans as business needs require.

• High school diploma or equivalent (Bachelor's degree in finance or business preferred)
• Current NMLS Mortgage Loan Originator License (or ability to obtain within 90 days of hire)
• Previous customer service experience, preferably in mortgage or financial services
• Strong understanding of mortgage products, processes, and regulatory standards

• Software Proficiency:
  Advanced Microsoft Office Suite skills and CRM software experience.
• Industry Systems:
  Experience with Encompass loan origination software strongly preferred.
• Digital Fluency:
  Comfortable with technology and able to learn new systems quickly.
• Data Management:
  Skilled in data entry, filing, and document management systems.

• Communication Excellence:
  Outstanding written and verbal communication skills with diverse clientele.
• Organizational Mastery:
  Exceptional attention to detail with ability to manage multiple concurrent tasks.
• Team
  
  Collaboration:
  
  Works effectively both independently and as part of a collaborative team.
• Deadline Focused:
  Thrives in fast‑paced environments while meeting critical deadlines.
• Customer Centric:
  Genuine commitment to helping clients achieve their home ownership dreams.

• Industry Foundation:
  Build comprehensive knowledge across all aspects of mortgage lending.
• Skill Building:
  Develop both technical expertise and customer relationship management capabilities.
• Growth Pathway:
  Clear advancement…