Are you looking to work alongside leaders in the mortgage industry that will help you grow your career? We’re looking for a full-time loan partner that will help our applicants get mortgage ready and support them throughout the loan process. Jobseekers 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!

Responsibilities

Screen and make calls, book appointments and provide administrative support as needed
Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
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

3 Core Duties Key Measurements

Prequalify

Contact all borrower(s) within 24 hours after the Initial Loan Consultation.
Request and review cash, credit, and capacity (income) qualifications for all borrowers.

Pre-Approve

Accurately pre-approve all eligible borrowers
Handle payment scenario requests
Proactively contact pre-approved buyers
Communicate effectively with Realtor partners

Pipeline

Onboard all newly received contracts for Rate Lock Consultation
Submit loan applications to Loan Processing for eDisclosures
Execute outstanding borrower Tuesday Updates, Pre-Closing Funding Calls
Ensure 95%+ loans close on time with daily check-ins to address choke points
Resolve 95%+ of loan issues before escalating to the Loan Officer

Qualifications

College degree in finance or banking preferred. High school diploma or equivalent required.
Highly motivated and goal-oriented with excellent customer service and communication skills.
Although not required, having an NMLS license or training is preferred.
Strong understanding of loan financing options such as conventional loans, FHA, VA, adjustable/fixed, commercial loans, etc.
MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred.

Compensation

$60,000 - $80,000 yearly plus potential per year.

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