Loan Partner

TruAdvantage Team • York, PA, US

Posted 10 months ago

Description

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 help our applicants get mortgage-ready and support them throughout the loan process. 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!

Responsibilities

Responsible for meeting and connecting with clients on a daily basis to help them qualify for financing the purchase of a home.
Powered by one of the most robust CRM's in the real estate industry.
Have the ability to work closely with prospective clients and then hand it off to your assistant for gathering documentation to process the loan.
Direct access to underwriting to help clients get approved for financing.

Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss outstanding items
Check all loan package documents for complete accuracy and submit any discrepancies to the loan officer/ loan originator
Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service
Screen and make calls, book appointments and provide administrative support as needed

Qualifications

MUST have your NMLS license.

Having an NMLS license is not required, but is preferred
Advanced comprehension 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
Preferred degree in banking or finance, and a high school diploma or equivalent is required
Preferably 5+ years of experience in a professional office or mortgage environment as a mortgage loan officer assistant or similar position

Compensation

$40,000/year

About TruAdvantage Team

We are a growing and progressive real estate team based in York, PA, with collaboration partners across the United States. Our sales team and support personnel have achieved some of the highest honors in the residential real estate industry.

Our team is the Best of Zillow, and we are one of Zillow's highest-level partners in their Flex program. We are coached by some of the top coaches in the real estate industry. Our team is sales-trained within the Sandler Sales Institute. Ongoing, consistent skill-building, sales training, and personal growth are critical to the success of our team.

We have a proven sales system with an abundance of leads. Our employees and team members are willing and open to non-traditional and new ideas about how to successfully sell homes and have a mindset that allows for significant growth. Hardcore accountability and integrity are a requirement for becoming a member of our team/family.