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Loan Partner II

AnnieMac Home Mortgage

Loan Partner II

Hendersonville, TN
Full Time
Paid
  • Responsibilities

    If you love working on loans, but don’t necessarily like to “go get new business”, we have the perfect opportunity for you! AnnieMac Home Mortgage is looking to hire a Loan Partner in Hendersonville, TN to be responsible for assisting one of our high producing Mortgage Loan Originator or Branch Manager in delivering outstanding customer service to borrowers and realtor partners. The ideal candidate will have experience directly or indirectly related to the Mortgage Industry.  Responsibilities: DELIVER WOW SERVICE CONTRACT TO CLOSE • Send disclosures to borrowers with updated Needs List and get docs returned within 48 hours • Once final paperwork is received, do a QC Review which includes the following: • Be sure docs received matches checklist • Organize assets/income • Mortgage Banker Checklist/Quality Assurance Checklist • File turned into processing within 24 hours of receipt • New contracts introduction to realtors via email • Email L.O. to do a warm/fuzzy call to both agents • Tuesday Realtor Status Updates ENSURE DOCUMENTS TO CLOSING WITHIN 48 HOURS • Productive Weekly Status Calls • Pipeline meeting weekly with processors • Pre Close Checklist with Client 48 hours before closing • Attend closing if LO cannot (15 minutes max) • Call and get all conditions WORKING WITH CLIENTS • Research Client Scenarios with Underwriting and Investor Guidelines • Assist LO with callbacks of borrowers to set up face-to-face appointments only. Loan Partners are not permitted to discuss loan terms with borrowers Qualifications: • THIS POSITION IS PROHIBITED FROM DISCUSSING AND/OR NEGOTIATING LOAN TERMS WITH BORROWERS • At least one year experience in the mortgage industry • High school Diploma or equivalent • Communication skills • Proficient in Microsoft Office • Detail-oriented and organized Compensation: $40,000 - $60,000

    • Deliver WOW service Contract to Close • Send disclosures to borrowers with updated Needs List and get docs returned within 48 hours • Once final paperwork is received, do a QC Review which includes the following: • Be sure docs received matches checklist • Organize assets/income • Mortgage Banker Checklist/Quality Assurance Checklist • File turned into processing within 24 hours of receipt • New contracts introduction to realtors via email • Email L.O. to do a warm/fuzzy call to both agents • Tuesday Realtor Status UpdatesEnsure Documents to Closing within 48 hours • Productive Weekly Status Calls • Pipeline meeting weekly with processors • Pre Close Checklist with Client 48 hours before closing • Attend closing if LO cannot (15 minutes max) • Call and get all conditionsWorking with Clients • Research Client Scenarios with Underwriting and Investor Guidelines • Assist LO with callbacks of borrowers to set up face-to-face appointments only. Loan Partners are not permitted to discuss loan terms with borrowers