Mortgage Loan Partner

Job Description

Job Description

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 who will help our applicants get mortgage-ready and support them throughout the loan process. Jobseekers 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!

$55,000+ DOE plus bonus

• Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
• Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
• Assist with administrative duties such as making and screening calls, booking appointments, etc.
• Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed
• 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

• Gather initial documentation and fully structure a loan
• Offer solutions to the client for the best path forward for their situation
• Confidently deliver pre-qualification to the client
• Ability to be creative and think outside the box

• At least 5+ years of professional office environment required, preferably as a loan officer assistant or mortgage assistant
• Advanced comprehension of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
• Preferred degree in banking or finance, and a high school diploma or equivalent is required
• Although not required, having an NMLS license or training is preferred
• Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred

CCM is America’s #1 Retail Mortgage Lender. We have more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C., and Puerto Rico. In 2025, our team closed over 131,000 home purchases — making 1 in 35 homes a CCM home.

Our company has been recognized 10 times on the Inc. 5000 list of America’s fastest-growing private businesses, received many awards for our standout culture, and been named the nation’s top retail lender by Scotsman Guide and Mortgage Executive Magazine .

We offer more than 120 purchase, refinance, and home equity solutions — ranging from conventional and jumbo mortgages to government-insured programs from FHA and programs for Veterans and rural homebuyers — and we are a direct lender and approved seller and servicer by Freddie Mac, Fannie Mae, and Ginnie Mae.

Through our dedication to getting it done, we make every mortgage feel like a win.