Are you looking to work alongside leaders in the mortgage industry who 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. Job seekers 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: • Provide administrative support such as screening and making calls, booking appointments, etc. • Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork • Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/ loan officer • Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service • Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss outstanding items Prequalify: • Contact all newly received applications within 24 hours of assignment by the LO • Thoroughly review 1003 with the borrower(s) and request the necessary documents • Explore all options before turning down a pre-approval request • Keep Realtor partners updated on the progress • Stay up to date on investor guidelines program changes Pre-Approve: • Communicate pre-approval parameters to borrowers • Provide supplemental pre-approval documents (e.g., Pre-Approval Addendum) • Notify the referring Realtor immediately after issuing pre-approval • Expedite rush pre-approval requests • Flag any red flags or potential issues to the LO or Team Captain (if applicable) • Dedicate one hour weekly to pre-approval outreach power hour Pipeline: • Expedite onboarding for newly received contracts • Perform a daily “gauge check” to identify “hot loans.” • Attend weekly branch pipeline meetings to track loan milestones • Deliver Tuesday borrower update calls (and Realtors, when needed) • Coordinate closely with loan processing teams • Contact borrowers, attorneys, and realtors 24 hours before contingencies expire • Review Closing Disclosures for accuracy against the Loan Estimates • Conduct pre-closing phone calls (48 hours before closing) • Make congratulatory funding calls to borrowers, Realtors • Provide post-closing/funding support • Be available after hours for urgent questions (via mobile email) • Consistently exceed borrower and referral partner expectations Qualifications: • College degree in finance or banking preferred. High school diploma or equivalent required • Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients • 5+ years of professional office environment experience as a loan officer assistant or mortgage assistant preferred • MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred • Possess an advanced understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc. • Have an NMLS License Compensation: $70,000 per year

• Prequalify: • Contact all newly received applications within 24 hours of assignment by the LO • Thoroughly review 1003 with the borrower(s) and request the necessary documents • Explore all options before turning down a pre-approval request • Keep Realtor partners updated on the progress • Stay up to date on investor guidelines program changesPre-Approve: • Communicate pre-approval parameters to borrowers • Provide supplemental pre-approval documents (e.g., Pre-Approval Addendum) • Notify the referring Realtor immediately after issuing pre-approval • Expedite rush pre-approval requests • Flag any red flags or potential issues to the LO or Team Captain (if applicable) • Dedicate one hour weekly to pre-approval outreach power hourPipeline: • Expedite onboarding for newly received contracts • Perform a daily “gauge check” to identify “hot loans.” • Attend weekly branch pipeline meetings to track loan milestones • Deliver Tuesday borrower update calls (and Realtors, when needed) • Coordinate closely with loan processing teams • Contact borrowers, attorneys, and realtors 24 hours before contingencies expire • Review Closing Disclosures for accuracy against the Loan Estimates • Conduct pre-closing phone calls (48 hours before closing) • Make congratulatory funding calls to borrowers, Realtors • Provide post-closing/funding support • Be available after hours for urgent questions (via mobile email) • Consistently exceed borrower and referral partner expectations