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Loan Partner

Click N Close Mortgage

Loan Partner

Dallas, TX
Full Time
Paid
  • Responsibilities

    We’re hiring a loan partner who will work directly alongside our loan origination staff to help our applicants through the mortgage loan process. You’ll get applicants mortgage ready, prepare paperwork, and respond to customer inquiries on transactions as needed. If you’re a detail-oriented employee with strong communication and time management skills, we highly encourage you to apply. Responsibilities: • Establish relationships with referral partners and borrowers • Facilitate the completion of loan applications (digital/phone/in-person). • Help gather and prepare all documents needed for underwriting requirements • Structure loan files based on specified parameters (running DU/LP, sending closing cost worksheets, etc) • Quote rates (when necessary and only if licensed) • Be the main point of contact for borrowers during the "lead to contract" phase of the loan process (Processor handles "contract to close" duties on LIVE files) • Submit detailed and accurate application packages directly to underwriting for upfront TBD approvals • Current on mortgage loan products (FHA/VA/CONV/USDA) procedures and documentation • Create ways to communicate daily with Sr. Loan Officers, Processor, Operations staff, Realtors, etc. • Put out loan "fires" whenever possible • Be a sponge for information/knowledge, always striving to be the best possible at your position. • Be a leader, helping us improve our processes and procedures to always deliver a world-class experience to our clients and referral partners Qualifications: 5+ years of professional office environment experience as a loan officer assistant or mortgage assistant preferred Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred NMLS license or training is not required, but is desired • Current or previous experience fulfilling the roles of LOA/Loan Partner, Processor, Loan Officer, and/or Underwrite • Excellent time management • Highly motivated and goal-oriented • Exceptional interpersonal and communication skills Compensation: $20 - $26.50 hourly

    • Establish relationships with referral partners and borrowers • Facilitate the completion of loan applications (digital/phone/in-person). • Help gather and prepare all documents needed for underwriting requirements • Structure loan files based on specified parameters (running DU/LP, sending closing cost worksheets, etc) • Quote rates (when necessary and only if licensed) • Be the main point of contact for borrowers during the "lead to contract" phase of the loan process (Processor handles "contract to close" duties on LIVE files) • Submit detailed and accurate application packages directly to underwriting for upfront TBD approvals • Current on mortgage loan products (FHA/VA/CONV/USDA) procedures and documentation • Create ways to communicate daily with Sr. Loan Officers, Processor, Operations staff, Realtors, etc. • Put out loan "fires" whenever possible • Be a sponge for information/knowledge, always striving to be the best possible at your position. • Be a leader, helping us improve our processes and procedures to always deliver a world-class experience to our clients and referral partners