Mortgage Loan Partner

About the Loan Partner position:

We are looking for an entry-level Loan Partner to join the sales team of a top Mortgage Loan Originator (MLO) sales team! This position will focus on providing mortgage solutions for our 20+ years of returning clients through targeted campaigns that support our customers' financial goals. In addition, the position will also provide affordable housing mortgage solutions in select national areas. Successful Loan Partners will be experts at solution selling, have an in-depth knowledge of appropriate mortgage products, understand and abide by all mortgage regulations, and support the operations team in all aspects of mortgage solution delivery. 

Mortgage experience not required! We will train the RIGHT candidate interested in becoming a mortgage loan provider!

If you enjoy engaging with customers and providing effective solutions to support customer needs and business goals, this job is right for you! Initiative, procedural compliance, enthusiasm, and excellent communication and organization skills are essential. 

This position offers a base plus commission structure of $45K-$115K annually and a  comprehensive benefits package . 

Ultimately, your work will boost sales, deliver on promised expertise to repeat clients, drive referral business, and support our long-term business growth.

Loan Partner Responsibilities are:

• Complete all tasks related to loan production – application and origination, pricing, document collection, loan coordination, customer follow-up
• Complete the weekly/monthly number of prospect interactions to achieve expected sales outcomes
• Connect with new and existing customers in various modalities – virtual, in-person, phone call, text
• Understand all applicable loan programs, new products, and product changes to provide viable solutions for customers and the business
• Adhere to all federal and state compliance guidelines relative to the retail mortgage lending environment
• Partner with MLO and the Loan Partner Supervisor on the best mortgage solutions for each customer, working within our identified sales systems 
• Provide administrative and sales support through accurate notes and the use of systems, adhering to our communications policies, and providing excellent customer service through every step of the sales process
• Partner with operations and accounting departments to ensure excellent customer service and closed/funded loans
• Provide office support by answering phones, photocopying documents, and helping borrowers and agents with M2 Lending software applications
• Use internal software systems and processes to ensure efficient loan support to MLO and operations team, positively impacting customer service and funded loans

Loan Partner Requirements are:

• Bachelor's degree - business-focused preferred
• 2+ years in a sales or sales support role
• Excellent verbal and written communication skills
• Proficient in computer skills, especially Microsoft Office applications
• Demonstrated willingness to learn in-depth, nuanced information
• Ability to work proactively, manage multiple tasks, deadlines, and projects with excellent time-management skills
• Demonstrate critical thinking and problem-solving skills
• Current NMLO a plus!
• Bilingual a plus!