Loan Partner

We are seeking a dedicated and organized individual to join our team as a Loan Partner/Loan Officer Assistant. In this role, you will provide crucial support to our Loan Officers 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.

The branch this Loan Partner will support is located in Egg Harbor, NJ. The role can be on-site or remote.

Established in 2005, HMA Mortgage is a trusted, independent mortgage leader with headquarters in Pennsylvania and licensing in over 30 states nationwide. Our foundation is built on a strong referral network, a testament to the trust and service we deliver. We strategically align with a diverse portfolio of reputable local and national lending partners, empowering us to consistently deliver clients the best possible services and the most competitive market rates.

What We Offer (Benefits):

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 amazing, supportive, and collaborative company culture.

Your role will be to assist Loan Officers 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 Officers 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 AUS
• Prepare loan files for submission to underwriting.
• 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.

• A minimum of two (2) years’ Mortgage experience is required.
• Bilingual in Spanish and English (written and spoken) is preferred but not required.
• Excellent organization skills and attention to detail
• Self-started who is also a Team player
• Ability to work with strict deadlines.
• Ability to multitask and prioritize tasks effectively in a fast-paced environment.
• Encompass LOS experience is a must.
• Proficient with Conventional, FHA, VA, USDA, State Bond programs, and Renovation loan programs.