We are looking for a highly motivated and organized professional to join our top-producing mortgage team and work directly alongside our Loan Officer as a Loan Partner 1 (LP1). This position requires a unique combination of customer service, relationship-building, administrative support, and sales skills to help manage incoming leads, coordinate appointments, and guide prospective borrowers through the initial stages of the mortgage process.

Effective communication, exceptional attention to detail, and strong time management skills are essential for keeping our team organized and delivering an outstanding client experience. The ideal candidate is proactive, self-motivated, comfortable collaborating with a high-performing team, and committed to following through on every opportunity.

If you thrive in a fast-paced, relationship-driven environment and take pride in providing exceptional service, apply now!

3 Core Duties & Key Measurements

Lead Management:

• Promptly contact all newly received leads and referral prospects.

• Maintain an 80%+ lead-to-consultation ratio.

• Maintain a 60%+ lead-to-application ratio.

• Accurately track all leads, communication, and conversion activity within the CRM.

Calendar & Scheduling Management:

• Coordinate and schedule 20+ weekly appointments for the Loan Officer and team.

• Confirm 100% of appointments at least 24 hours in advance.

• Ensure all appointments are appropriately qualified, organized, and scheduled.

• Proactively manage calendar conflicts and prepare the Loan Officer for upcoming meetings.

Database & Relationship Management:

• Maintain accurate and organized client and referral partner records.

• Coordinate client appreciation activities, relationship-building events, and ongoing communications.

• Support marketing initiatives, newsletters, and client engagement campaigns.

• Maintain consistent communication with prospective borrowers, past clients, and referral partners.

Essential Duties of the Position

Lead Management & Client Relations:

• Contact new leads promptly through phone, text, and email.

• Conduct initial discovery conversations to understand borrower goals, timelines, and financing needs.

• Guide prospective borrowers through the initial mortgage application process, including coordinating completion of the 1003.

• Schedule Loan Strategy Calls and other necessary appointments.

• Maintain consistent follow-up with prospective borrowers to ensure timely progression through the application process.

• Accurately document client interactions, application progress, and outstanding action items within the CRM.

• Monitor lead activity, conversion rates, and pipeline progress.

• Communicate relevant updates and potential concerns to the Loan Officer and appropriate team members.

• Provide an exceptional client experience from the first point of contact.

Calendar & Executive Support:

• Manage the Loan Officer's calendar, including borrower consultations, referral partner meetings, and internal appointments.

• Coordinate scheduling, confirmations, and rescheduling.

• Prepare the Loan Officer for upcoming appointments with accurate notes and relevant client information.

• Review daily and upcoming schedules to identify conflicts, outstanding needs, and priorities.

• Assist with email and inbox management, including organizing, prioritizing, and delegating communications as appropriate.

• Screen incoming calls and respond to client and internal inquiries.

• Provide administrative and operational support to maximize the Loan Officer's productivity.

• Anticipate needs and proactively address potential scheduling or workflow issues.

Database & Relationship Management:

• Maintain accurate and up-to-date client and referral partner information within the CRM.

• Coordinate ongoing communications with past clients, active prospects, and business partners.

• Assist with client appreciation initiatives, handwritten notes, gifts, and special occasion outreach.

• Support the planning and coordination of client events, educational opportunities, and referral partner gatherings.

• Assist with email marketing campaigns, newsletters, and database engagement activities.

• Help strengthen relationships that encourage repeat business and referrals.

Team Communication & Operational Support:

• Serve as a primary point of contact for prospective borrowers during the initial stages of the mortgage process.

• Coordinate communication between the Loan Officer, clients, referral partners, and internal team members.

• Maintain organized records and ensure information is accurately documented and accessible.

• Track assigned tasks, deadlines, and outstanding client needs.

• Identify opportunities to improve team processes and operational efficiency.

• Provide administrative and operational support to help maintain an organized and productive workflow.

• Collaborate closely with the Loan Officer and team to ensure efficient communication and consistent follow-through.

• Represent Waymaker Mortgage Company with professionalism, integrity, and exceptional customer service.

• High school diploma or equivalent required.

• Previous experience in customer service, client relations, administrative support, sales support, or a related field.

• Mortgage, lending, real estate, or financial services experience preferred.

• Excellent verbal and written communication skills.

• Confidence conducting client conversations and communicating professionally by phone, text, and email.

• Exceptional organizational skills and attention to detail.

• Strong time management skills with the ability to prioritize competing responsibilities.

• Ability to collaborate effectively with team members while managing responsibilities independently.

• Highly motivated, goal-oriented, and committed to delivering outstanding customer service.

• Proficiency in Microsoft Office Suite, including Outlook, Word, and Excel.

• Experience with CRM platforms and lead management systems preferred.

• Familiarity with mortgage Loan Origination Systems, particularly Arive, preferred.

• Ability to learn new software and technology quickly.

• Strong problem-solving skills and a proactive approach to completing tasks.

• Ability to work under pressure, meet deadlines, and adapt to changing priorities.

• Ability to collaborate effectively with team members across departments.

• Commitment to professional growth, continuous improvement, and company core values.

At Waymaker Mortgage Company, we believe in the American Dream of homeownership being the primary tool for every family to build wealth. We are passionate about empowering every family with confidence, clarity, and guidance to make excellent financial decisions according to their goals. Our playbook for success is to deliver a mortgage experience that includes Simplicity, Empowerment, Excellence, and Community. If you fit this culture, we'd love to talk to you about joining our growing team!

Waymaker Mortgage Company Core Values:

• Optimism: We stay positive and see opportunities in every situation.
• Fun: We enjoy what we do and create a fun experience for everyone.
• Stewardship: We take great care of what’s entrusted to us—clients, partners, and resources.
• Growth: We keep learning, improving, and striving to be better every day.
• Perseverance: We don’t quit when things get tough—we find a way forward.
• Unity: We believe that what we are part of is greater than the part that we play.