Production Partner

Position Overview:

Relationships are the backbone of Benchmark’s success. The Production Partner will maintain relationships with clients brought into Benchmark and is responsible for communicating, educating, and negotiating offers and terms of a residential mortgage loan.

Ideal candidates for this position have a strong service-oriented mindset, excellent communication skills, and proven knowledge of mortgage lending compliance and regulatory requirements.

Essential Functions of the Role:

Build and maintain relationships with individuals sourced from the Loan Officer in addition to providing education on mortgage options.
Analyze mortgage applications and determine the programs best meeting the needs of the consumer.
Gather required application data and provide initial documents and disclosures to the applicant.
Communicate and educate the consumer on qualified programs including benefits and risks.
Provide all applicable initial documents and disclosures to the loan processor.
Other duties as assigned.

Classification: Non-Exempt

Essential Knowledge/Skills/Abilities:

Strong communication skills
Customer service oriented
High attention to detail
Proven ability to prioritize and multi-task
Knowledge of various loan products (FHA, VA, conventional, etc.)
Ability to review and calculate income and asset documentation.
General knowledge of credit reports and debt-to-income ratios
Ability to adapt to market changes
Knowledge of the mortgage loan process

Experience Requirements:

One to two years loan processing required; loan origination experience preferred.

Education / Licensing Requirements:

High school diploma or equivalent required. Some college preferred.
Licensed in market area and registered nationally in NMLS.
Professional certifications (CMB, CMC, CMPS) preferred.

Working Conditions:

Fast-paced environment.
Requires normal vision (corrected) both close and distant.
Requires normal hearing levels (corrected).
Requires working at a desk to use a phone and computer for extended periods of time.
Requires sitting, bending.
Works effectively with frequent interruptions.
Lifting requirements of 10 lbs. occasionally.
Minimal travel >5%.

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