Our Loan Partners are responsible for providing administrative support to the loan officer and performing various loan servicing tasks as assigned. The Loan Partner 1 assists in gathering and verifying the accuracy of documents received at the initial loan application, assists in getting files pre-approved, and prepares loan files for submission to processing/underwriting. This position requires an effective communication style that actively listens, seeks clarity, is confident, is in tune with nonverbal indicators, and is open to feedback. The LP1 has modern computer skills; Spreadsheets/Databases, Microsoft Word and Email, Social Media, and can adapt to technological developments. Loan Partners provides exceptional customer service to borrowers and realtor partners in a fast-paced, team environment. The Loan Partner 1 offers a hands-on, personalized approach that nurtures the customer, creating and cementing long-term relationships. The Loan Partner collaborates and demonstrates flexibility to support the branch and meet the individual needs of our customers. Responsibilities: • Answer the Office Phone and Manage the Loan Officer/Branch Manager's Emails. • Manage CRM and Loan Officer Databases. • Contact the borrower and other sources in order to check/obtain items for the borrower’s file. • Verify and examine the loan application/customer documentation for accuracy at initial application for pre-approval. • Set all Loan Officer appointments. • Write Thank You Notes, be the director of first impressions. Qualifications: • Must have exceptional communication skills. Be personable and charismatic with clients. • Strong computer proficiency, including Microsoft Office (Word, Excel, CRM systems, and comfort with digital tools and platforms. • Ability to manage multiple tasks and deadlines in a fast-paced, high-volume environment with strong attention to detail. • High level of confidentiality and professionalism when handling sensitive information. • Team-oriented attitude with flexibility to support the needs of the branch and collaborate across roles. • 1+ year of administrative/loan processing experience in the mortgage industry is preferred. Compensation: $45,000 - $55,000 yearly

• Answer the Office Phone and Manage the Loan Officer/Branch Manager's Emails. • Manage CRM and Loan Officer Databases. • Contact the borrower and other sources in order to check/obtain items for the borrower’s file. • Verify and examine the loan application/customer documentation for accuracy at initial application for pre-approval. • Set all Loan Officer appointments. • Write Thank You Notes, be the director of first impressions.