Loan Partner II

Annie Mac Home Mortgage is looking to hire a Full Time Loan Partner II to be responsible for assisting one specific Mortgage Loan Originator or Branch Manager in delivering outstanding customer service to borrowers and realtor partners. Candidates should have experience directly or indirectly related to the Mortgage Industry. Under the direct supervision of the Branch Manager, the accountabilities and job activities of the Loan Partner II position include, but are not limited, to the following:

• Deliver WOW service Contract to Close
  • Send disclosures to borrowers with updated Needs List and get docs returned within 48 hours.
  • Once final paperwork is received, do a QC Review which includes the following:
    • Be sure docs received matches checklist.
    • Organize assets/income.
    • Mortgage Banker Checklist/Quality Assurance Checklist.
    • File turned into processing within 24 hours of receipt.
• New contracts introduction to realtors via email.
  • Email L.O. to do a warm/fuzzy call to both agents.
• Tuesday Realtor Status Updates.

• Ensure Documents to Closing within 48 hours.
  • Productive Weekly Status Calls.
  • Pipeline meeting weekly with processors.
  • Pre Close Checklist with Client 48 hours before closing.
  • Attend closing if LO cannot (15 minutes max).
  • Call and get all conditions.

• Working with Clients
  • Research Client Scenarios with Underwriting and Inv. Guidelines.
  • Assist LO with callbacks of borrowers to set up face to face appointments only. LP2s are not permitted to discuss loan terms.

• This position is prohibited from discussing and/or negotiating loan terms with borrowers.
• At least one year experience in the mortgage industry.
• High school Diploma or equivalent.
• Communication skills.
• Proficient in Microsoft Office.
• Detail oriented and organized.

Work Environment/Physical Demands: 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***