Loan Partner

What You’ll Do

Assist Loan Officer in the administration and processing of mortgage loans to ensure efficient loan processing in all phases of the loan transaction.

Major Areas of Responsibilities

• Assist Loan Officer with clerical functions
• Conduct preliminary research needed on the loan to help determine mortgage eligibility.
• Set signing appointments. Provide customer service to clients.
• Prepare files for submission to loan processing
• Update and mine marketing database for new loans
• Any other miscellaneous requirements of the team

Primary Objectives

Assist the Loan Originator on specific tasks to allow the LO to be most effective and productive in his/her role.

Pull and analyze research regarding the property, credit, and other aspects of the file.

Specific Responsibilities

• Make copies of borrower information, filing, and other administrative duties as instructed by the LO.
• Assist in pre‑qualifications and pre‑approval orders as instructed by the LO. Pull credit reports and running AUS. Contact borrower for any and/or additional information required. Set signing appointments.
• Communicate with parties to schedule and set signing appointment.
• Assist in pre‑qualifications and pre‑approval orders as instructed by the LO. Pull credit reports and running AUS. Contact borrower for any and/or additional information required. Data input function including setting up new customer files with application data.
• Update the LO’s database, mail thank‑you notes to customers and realtors.
• Clerical ad hoc duties, as needed.

Job Requirements

• Administrative assistance, clerical, and customer service knowledge and experience. Mortgage banking industry, familiar with Conventional, FHA, and VA mortgage products. Clear understanding of the current RESPA laws and guidelines.
• Teamwork and productivity skills. Must possess excellent problem solving and customer service skills.
• P/C computer skills with solid understanding of MS Office and the ability to use the loan origination system. Encompass experience a plus.
• Administrative practices and procedures.
• Teamwork, customer service, motivation, design, ethics, safety & security, project management, business acumen and professionalism.

Education & Experience

• High school diploma or equivalent required. 2-4 year college curriculum preferred.
• Minimum one year experience and/or training.
• Knowledge of Encompass Database software and or equivalent along with basic computer skills.
• Originator License

Work Environment

• Office environment. Daily computer use and close vision. Regular attendance is required.
• Fast paced, high volume activities.
• In order to succeed in this position, attention to detail in a fast‑paced environment with excellent sales and customer service skills is a must.