Loan Production Partner

Loan Partner Position

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

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
• 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
• Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
• Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service

Qualifications

• 5+ years of professional office environment experience as a loan officer assistant or mortgage assistant preferred
• Advanced comprehension of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
• 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
• College degree in finance or banking preferred. High school diploma or equivalent required

Compensation $60,000 - $80,000 yearly plus potential per year About 3 Keys Lending

3 Keys Lending is a new and fast-growing mortgage company based in Utah. We are committed to delivering the best rates, products, and experience to our customers. We love clients and love helping them make the best-informed decisions for such an important aspect of their lives.