Licensed Loan Partner

What You'll Do

• Assist Mortgage Loan Originators (MLO) in the administration and processing of mortgage loans to ensure efficient loan processing in all phases of the loan transaction.

Major Areas of Responsibilities

• 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

Aid the Mortgage Loan Originators (MLOs) in their roles to maximize their effectiveness and productivity.

Specific Responsibilities

• Make copies of borrower information, filing, and other administrative duties as instructed by the Loan Officer.
• Absorb and relay information necessary for pre-qualifications and pre-approval orders as directed by the Loan Officer. Retrieve credit reports and verify Automated Underwriting System (AUS) results. Engage borrowers for additional information if needed. Schedule signing appointments.
• Communicate with parties to schedule and set signing appointment.
• Absorb and relay information necessary for pre-qualifications and pre-approval orders as directed by the Loan Officer. Retrieve credit reports and verify Automated Underwriting System (AUS) results. Engage borrowers for additional information if needed. Input data into the loan origination system.
• Update the Loan Officer’s database, send thank-you notes to customers and realtors. Perform clerical tasks as needed.

Job Requirements

• Knowledge of administrative assistance, clerical, and customer service. Familiarity with Conventional, FHA, and VA mortgage products. Understanding of RESPA laws and guidelines.
• Teamwork and productivity skills. Excellent problem-solving and customer service skills.
• P/C computer skills with proficiency in MS Office and the ability to use the loan origination system. Experience with Encompass Database software is preferred.
• Administrative practices and procedures.
• Attention to detail, fast-paced environment, and strong sales and customer service skills are essential.

Education & Experience

• A high school diploma or equivalent is required.
• A minimum of two to four years of college education is preferred.
• A minimum of one year of relevant experience and/or training is required.

Work Environment

• An office environment with frequent computer use and close vision.
• High volume activities and fast-paced conditions.