Loan Partner

Job Details

Job Location:

6290 Methuen - Methuen, MA 01844
Position Type:
Full-Time/Part-Time
Education Level: High School
Salary Range: $11.00 - $19.00 Hourly

Travel Percentage :
None
Job Category:
Finance

Company:
Annie Mac Home Mortgage is looking to hire a Loan Partner I to be responsible for assisting one specific Mortgage Loan Originator or Branch Manager (Team Leader). Candidates should have experience directly or indirectly related to the Mortgage Industry. Under the direct supervision of the Branch Manager, the job responsibilities of the Loan Partner I position include, but are not limited to, the following:

• Set all appointments for Team Leader.
• Confirm all appointments the day before and, if you leave a message, call the day of as well.
• Schedule at least two call back times in Team Leader’s day and change voicemail to reflect those times.

• Call leads back within one hour to set appointments with a licensed Mortgage Loan Originator.
• All leads added to lead tracker.
• Update the referral source every time you attempt/make contact with a lead.
• Bring two copies of lead tracker to each team meeting.
• Give borrower a verbal list of what to bring and directions and have them write it down.
• Email confirmation of appointment (list of what to bring, directions, testimonial) to agent, borrower, and team leader (put, from Team Leader name, in the Re: section of the e‑mail).
• Print credit report and put it in the appointment folder, ready for the appointment.

• Update database on the 1st of each month with closed loans from the previous month.
• Email program of the week to realtor database every Friday.
• 30‑60‑90 day calls for all closed loans.
• ABC calls weekly.
• Birthday program using CRM tool.

• Keep Team Leader’s desk organized.
• Keep Team Leader on track with calls and schedule.

• Position is prohibited from discussing and/or negotiating loan terms with borrowers.
• High school Diploma or equivalent.
• Communication skills.
• Proficient in Microsoft Office.
• Detail oriented and organized.

Will have to spend long hours sitting and using office equipment and computers, which can cause muscle and eye strain. Unless specifically defined upon employment, this position is required to report to the licensed branch location during working hours, in order to support the Mortgage Loan Originator or Branch Manager.

Annie Mac Home Mortgage offers a wide range of benefits, including medical, dental and vision plans, along with voluntary benefits, including 401K.

Annie Mac Home Mortgage is an Equal Opportunity Employer

Annie Mac Home Mortgage participates in E-Verify