Mortgage Loan Partner

Rate • Remote

Posted 15 hours ago

Description

We are looking for a highly skilled loan partner to join our top-producing team and work alongside our loan officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us to obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, apply now!

Responsibilities

Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
Serve as the primary contact and liaison between clients, branch manager, and assigned mortgage loan originator and conduct meetings to coordinate any follow-up items
Assist with administrative duties such as making and screening calls, booking appointments, etc.
Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service

Qualifications

Although not required, having an NMLS license or training is preferred
Highly motivated and goal-oriented with excellent customer service and communication skills
Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred
Preferred degree in banking or finance, and a high school diploma or equivalent is required
At least 5+ years of professional office environment required, preferably as a loan officer assistant or mortgage assistant

Compensation

$70,000 yearly

About Rate

National Mortgage Lender