Licensed Loan Partner

About the Role

AnnieMac Home Mortgage is seeking a Licensed Loan Partner to assist a specific Mortgage Loan Originator or Branch Manager in delivering outstanding customer service to borrowers and realtor partners. This role operates under the direct supervision of the Branch Manager.

Responsibilities

• Deliver exceptional customer service from contract to close.
• Send disclosures to borrowers with an updated Needs List and ensure documents are returned within 48 hours.
• Perform a QC Review upon receipt of final paperwork, including:
  • Verifying documents match the checklist.
  • Organizing assets and income.
  • Completing the Mortgage Banker Checklist and Quality Assurance Checklist.
• Submit files to processing within 24 hours of receipt.
• Introduce new contracts to realtors via email and coordinate a warm/fuzzy call from the Loan Originator to both agents.
• Provide Tuesday Realtor Status Updates.
• Ensure documents are prepared for closing within 48 hours.
• Conduct productive weekly status calls and participate in pipeline meetings with processors.
• Complete a Pre-Close Checklist with the client 48 hours before closing.
• Attend closings if the Loan Originator cannot (limited to 15 minutes).
• Call to gather all conditions required for closing.
• Research client scenarios with underwriting and investor guidelines.
• Assist the Loan Originator with callbacks to borrowers to schedule face-to-face appointments.

Requirements

• Experience directly related to the Mortgage Industry.
• Active mortgage loan originator license.