Partner Engagement Associate

Job Overview

American Heritage Lending is looking for a Partner Engagement Associate who is passionate about the customer experience and wants to learn about non‑QM lending. No Lending Experience is required. A successful Partner Engagement Associate needs to have a strong appetite to learn, is motivated by onboarding new accounts and can build relationships easily. This role is a stepping stone to an Account Executive (sales / originations)!

The ideal candidate is motivated to watch, listen, learn and build the American Heritage Lending’s brand and. This role is meant for the person that wants to grow into a mortgage origination role!

This role is full time in office in Troy, Michigan.

• Identify new business opportunities and build relationships with brokers, loan officers, and other referral sources.
• Handle daily inbound and outbound calls with confidence‑screening inquiries to ensure they align with our loan product guidelines while delivering exceptional service.
• Aim for 100 outbound dials per day, leveraging client data and contact information to identify prospects that match American Heritage Lending’s ideal client profile.
• Collaborate with your manager to continuously refine call scripts and strategies, ensuring every conversation is impactful, engaging, and tailored for success.
• Support originators in nurturing and strengthening broker and loan officer partnerships through various channels, including company leads and referrals.
• Manage lead activities in Optifi Now including prospecting, marketing and segmentation activities.
• Work with Sales and Marketing teams to identify potential business sources.
• Qualify potential borrowers or brokers and take loan applications, ensuring the client is successfully set up in our system with access to the technology platforms they need.

• Recent College Graduate.
• Strong work ethic and willingness to take initiative.
• Highly organized and detail oriented.
• Excellent problem‑solving and analytical skills.
• Innovative and resourceful, with the ability to thrive under pressure in a team environment.
• Proficient in Microsoft Office; familiarity with Linked In, Facebook, Twitter, and Instagram is a plus.
• Exceptional communication and writing skills.
• Competent with spreadsheets, databases and presentation tools.
• Able to work independently and collaboratively to meet deadlines with a positive attitude.

The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and / or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

This job operates in an office setting and largely sedentary, requiring the routine use of a computer and other standard office equipment. The ability to lift or move up to 20 pounds, bend, reach, and perform manual tasks may also be required. Work environment characteristics are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is exposed to weather condition prevalent at the time. Business travel may provide for varying degrees of change in the work environment. The noise level in work environment is usually moderate.

Job Classification:
Non‑Exempt

Onsite- 340 East Big Beaver Rd Suite #150, Troy, MI 48084

• Medical
• Dental
• Vision
• Matching 401(k)
• Basic Life & AD&D
• Paid Time Off
• Paid Holidays