Are you looking to work alongside leaders in the mortgage industry that will help you grow your career? We’re looking for a full-time loan partner that will help our applicants get mortgage ready and support them throughout the loan process. Jobseekers should be organized, detail-oriented professionals driven to succeed in their role. If you’re interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today! Responsibilities: • Screen and make calls, book appointments and provide administrative support as needed • Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service • Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator • Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed 3 Core Duties Key Measurements Prequalify: • Contact all borrower(s) within 24 hours after the Initial Loan Consultation. • Request and review cash, credit, and capacity (income) qualifications for all borrowers Pre-Approve: • Accurately pre-approve all eligible borrowers • Handle payment scenario requests • Proactively contact pre-approved buyers • Communicate effectively with Realtor partners Pipeline: • Onboard all newly received contracts for Rate Lock Consultation • Submit loan applications to Loan Processing for eDisclosures • Execute outstanding borrower Tuesday Updates, Pre-Closing Funding Calls • Ensure 95%+ loans close on time with daily check-ins to address choke points • Resolve 95%+ of loan issues before escalating to the Loan Officer Qualifications: • College degree in finance or banking preferred. High school diploma or equivalent required • Highly motivated and goal-oriented with excellent customer service and communication skills • Although not required, having an NMLS license or training is preferred • Strong understanding of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc. • MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred Compensation: $60,000 - $80,000 yearly plus potential per year
• 3 Core Duties Key MeasurementsPrequalify: • Contact all borrower(s) within 24 hours after the Initial Loan Consultation. • Request and review cash, credit, and capacity (income) qualifications for all borrowersPre-Approve: • Accurately pre-approve all eligible borrowers • Handle payment scenario requests • Proactively contact pre-approved buyers • Communicate effectively with Realtor partnersPipeline: • Onboard all newly received contracts for Rate Lock Consultation • Submit loan applications to Loan Processing for eDisclosures • Execute outstanding borrower Tuesday Updates, Pre-Closing Funding Calls • Ensure 95%+ loans close on time with daily check-ins to address choke points • Resolve 95%+ of loan issues before escalating to the Loan Officer