Assistant Loan Partner

Reports to: LO/Branch Manager • FLSA Status: Hourly Non-Exempt • Location: San Antonio, TX

About the Role

We are seeking a detail-oriented and customer-focused Loan Partner to support our mortgage operations. This role serves as the first point of contact for clients, providing exceptional service while assisting with loan applications, documentation, and general inquiries. The ideal candidate will have strong organizational skills, the ability to multitask, and a keen eye for detail. Previous mortgage experience is preferred but not required; all necessary training will be provided hands-on.

Compensation

$18–$22/hr (based on cost of living and results)

Responsibilities

• Serve as the first point of contact for clients, realtors, builders, and business partners.
• Keep the Loan Officer and team on track with calls and schedule; confirm all appointments the day before and the day of.
• Manage gifting program for agents, past clients, and prospects.
• Schedule, plan, and execute monthly happy hours and other team events.
• Assist with general office tasks such as data entry, reporting, and correspondence.
• Coordinate appointments, follow up on pending documentation, and track application statuses.
• Set, manage, and confirm client appointments for loan applications; communicate required items to bring.
• Follow up with pre-qualified borrowers using the team checklist for touchpoints.
• Update referral partners on the status of leads received.
• Maintain accurate records and update client information in the loan processing system.
• Help finish loan applications for the team lead and manage the Lead Tracker.
• Convert up to 80 leads per month with a 70% conversion rate to application; ensure follow-up until appointments are set.
• Print daily lists for team leader to complete theme-day calls and assist with prospecting follow-up.
• Conduct 30-60-90 day calls for all closed loans.
• Manage mailers (monthly newsletters, letters of the heart, and evidence of success).
• Manage social media correspondence to grow digital presence.
• Set and fill events; manage RSVPs as required.

Requirements

• Must be able to work 40 hours per week between 8:00 a.m. and 5:00 p.m., including rotating evenings and weekends when required.
• Proficiency in Microsoft Office and adaptability to new technology.
• Strong communication and interpersonal skills.
• Ability to work efficiently in a fast-paced environment and handle sensitive information with discretion.
• Must be dependable, self-motivated, and require minimal supervision.
• Knowledge of major social media platforms preferred.

Physical Demands

While performing the duties of this job, the employee is regularly sitting in a normal office environment at a desk using a computer, phone, fax, and copy machine. The employee may occasionally need to lift up to 20 pounds.