This is a remote position, and our home office is located in Lake Charles, LA. We are looking for an inspired, ethical, and committed mortgage professional to join our top-producing team. We are looking for a Unicorn who has a talented mix of guideline knowledge, processing abilities, and sales skills in the broker model, and will act as the "right arm" to our Loan Officer.  This role will work directly with their borrowers to provide a seamless and expeditious mortgage process along with white-glove customer service. This position will be from the “contact to contract” phase of the loan. This support will allow our Loan Officers to spend the majority of their days originating more loans into the pipeline. The Assistant/Loan Partner will help the Loan Officer in the preparation of documents for processing. Our processor will take the loan from “contract to close” and stay in touch with all interested parties. The Assistant/Loan Partner can focus on lead conversion and creating a “wow” experience for each client. This position requires the knowledge to analyze customer credit, review income and asset documents, and structure a loan. If you find the mortgage industry and helping clients attain the home of their dreams as interesting as we do, and you are a detail-oriented professional who is passionate about great customer service, we want you to join our dynamic and fast-growing team. To us, a qualified Mortgage Assistant/Loan Partner must have 2+ years of continuous mortgage experience, 5+ preferred. This is your opportunity to join a hyper-successful team where you can grow your career and earn a significant financial income. Responsibilities: Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss outstanding items Screen and make calls, book appointments and provide administrative support as needed Check all loan package documents for complete accuracy and submit any discrepancies to the loan officer/ loan originator Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork • 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) • Be the main point of contact for borrowers during the "contact 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 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: Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients Preferred degree in banking or finance, and a high school diploma or equivalent is required Having an NMLS license is not required, but is preferred Strong understanding of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc. • Must have a current working knowledge of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage procedures, processes, and documentation • Know how to analyze credit reports, income and asset documents, as well as general ways to structure a loan • Knowledge of DU and LP • NMLS licensed (Will need Louisiana state license) • If not licensed must be willing and able to get licensed within 90 days • Minimum 2 years of mortgage experience, 5+ preferred • Current or previous experience fulfilling the roles of LOA/Loan Partner, Processor, Loan Officer and/or Underwriter • Excellent time management • Highly motivated and goal-oriented • Exceptional interpersonal and communication skills • Must be detail-oriented, organized and have outstanding follow-up skills • Broker experience working with Calyx Point LOS Compensation: $40,000 - $55,000

• 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) • Be the main point of contact for borrowers during the "contact 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 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