Mortgage Loan Partner

Are you looking to work alongside leaders in the mortgage industry who will help you grow your career? We’re looking for a full-time loan partner that will provide administrative and client-facing support for our divorce mortgage lending practice. This role is ideal for someone who thrives in a structured yet fast-paced environment, enjoys helping clients during stressful life transitions, and is comfortable working independently from home.

You will play a key role in intake, communication, document management, and report preparation—ensuring a smooth, supportive experience for clients and professional partners. Job seekers should be organized, detail-oriented professionals driven to succeed in their role. If you’re interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today! THIS IS A REMOTE POSITION, BUT APPLICANTS MUST RESIDE IN MONTANA.

• Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed
• Provide administrative support such as screening and making calls, booking appointments, etc.
• Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/loan officer
• Gather and coordinate necessary loan documentation for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
• Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service
• Assist in preparing CDLP reports, summaries, and case-specific mortgage scenarios
• Draft emails, templates, and follow-up communications
• Monitor deadlines and follow up with clients, attorneys, and financial professionals
• Support day-to-day operations for the CDLP practice
• Participate in weekly check-ins and ongoing training

• Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred
• NMLS license or training is not required, but is desired
• Strong understanding of loan financing options such as conventional loans, FHA, VA, adjustable/fixed, commercial loans, etc.
• Excellent customer service and communication skills and willing to go above and beyond for customers and team
• 5+ years of professional office environment experience as a loan officer assistant or mortgage assistant preferred
• Must reside in Montana.
• Prior legal experience preferred.

Compensation: $41,600 - $48,500 yearly