Mortgage Loan Partner

About the Loan Partner position:

We are looking for a Loan Partner to join our Mortgage Loan Originator (MLO) sales team. You will provide sales assistance and excellent customer service for new and existing clients throughout all facets of the loan origination process, converting loan applications into closed/funded loans.

If you enjoy coming up with effective solutions to support customer needs and business goals٫ this job is right for you. You will use your communication, sales, and customer service skills to connect mortgage solutions to the needs of new and existing customers, in partnership with the MLO. Initiative, organization, adaptability, and attention to detail are essential.

This position offers a $36K/year base pay, commissions, and a complete benefits package.

Ultimately, your work will boost sales, deliver on promised expertise to repeat clients, drive referral business, and support our long-term business growth.

Loan Partner Responsibilities are:

• Complete all tasks related to loan production – application and origination, pricing, document collection, loan coordination, customer follow-up
• Connect with new and existing customers in various modalities – virtual, in-person, phone call, text
• Understand all applicable loan programs, new products, and product changes to provide viable solutions for customers and the business
• Adhere to all federal and state compliance guidelines relative to the retail mortgage lending environment
• Partner with MLO and the Loan Partner Supervisor on the best mortgage solutions for each customer, working within our identified sales systems
• Provide administrative and sales support through accurate notes and the use of systems, adhering to our communications policies, and providing excellent customer service through every step of the sales process
• Partner with operations and accounting departments to ensure excellent customer service and closed/funded loans
• Provide office support by answering phones, photocopying documents, and helping borrowers and agents with M2 Lending software applications
• Use internal software systems and processes to ensure efficient loan support to MLO and operations team, positively impacting customer service and funded loans
• Develop and foster agent and borrower relationships

Loan Partner Requirements are:

• High school diploma or equivalent
• 2+ years in the mortgage industry
• Current NMLO preferred
• 2+ years in a sales or sales support role
• Encompass experience preferred
• CRM experience required
• Excellent verbal and written communication skills
• Proficient in computer skills, especially Microsoft Office applications
• Must be knowledgeable of FNMA, FHLMC, FHA, VA, and all current retail mortgage loan products
• Must have a good working knowledge of current mortgage lending compliance and regulatory requirements
• Ability to work proactively, manage multiple tasks, deadlines, and projects with excellent time-management skills
• Demonstrate critical thinking and problem-solving skills
• Bilingual a plus!