We’re growing and looking for a detail-oriented, experienced Loan Partner to join our fast-paced team. 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: Prequalify: • Contact all newly received applications within 24 hours of assignment by the LO • Thoroughly review 1003 with the borrower(s) and request 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: • Preferred degree in banking or finance, and a high school diploma or equivalent is required • At least 5+ years of professional office environment required, preferably as a loan officer assistant or mortgage assistant • Possess an advanced understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc. • Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred • Must be a LICENSED MORTGAGE LOAN ORIGINATOR • Must be well-versed in VA loans!!! • Have a basic understanding of military terms used in lending • Have a passion to help veterans Compensation: $50,000 - $55,000 yearly
• Prequalify: • Contact all newly received applications within 24 hours of assignment by the LO • Thoroughly review 1003 with the borrower(s) and request 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 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