Loan Partner​/Loan Officer Assistant

Success Mortgage Partners is looking for a full-time loan partne
r that will help applicants be mortgage ready and support them throughout the loan process. Candidates should be organized, detail-oriented professionals driven to succeed in their role.
*** This is an in-person role***

• Client Communication: Act as the main liaison, providing updates and guidance to borrowers from application to closing.
• Documentation & Processing: Collect, review, and organize loan documentation (income, asset, credit reports) for accuracy and compliance.
• Pipeline Management: Support the MLO with pipeline organization, ensuring files are completed efficiently.
• Administrative & Marketing: Manage calendars, schedule appointments, and assist with marketing campaigns to help grow the loan officer's business.
• Pre-Approval Assistance: Help applicants become "mortgage-ready" by reviewing their initial financial situation

• Detail-Oriented: Strong organizational skills to manage multiple files and compliance requirements.
• Communication
  
  Skills:
  
  Excellent interpersonal skills for dealing with clients and partners.
• Mortgage Knowledge: Familiarity with loan products, underwriting, and compliance guidelines.
• Software Proficiency: Experience with Encompass and Microsoft Office Suite.
• Possess an advanced understanding of different loan products, such as conventional loans, FHA, VA, USDA, adjustable/ fixed, residential loans, etc.

• High school diploma or equivalent (Bachelor's degree preferred).
• Previous experience in mortgage, banking, or customer service.
• NMLS licensure preferred but not required

Commensurate with Experience