Loan Partner

Position Overview

The Loan Partner I is responsible for managing the loan officers' schedules and assisting the Loan Partner II. The Loan Partner I also manages the branch lead tracker, branch database, and maintains business rapport.

Job Responsibilities

• Schedule all loan officer appointments, including new leads and additional appointments for the Branch Manager.
• Take all incoming calls.
• Aid Loan Partner II with clerical tasks, such as copying and faxing documents.
• Schedule regular weekly face-to-face meetings based on branch metrics and operations.
• Meet branch objectives specific to pre-qualifications and pre-approvals.
• Attend branch events to assist Loan Officer in building clientele.
• Complete and maintain branch-assigned checklists, files, analysis within allotted branch deadlines.
• Available to work varying hours and overtime if needed.

Qualifications And Skills

• High School Diploma or equivalent.
• Minimum 3 years’ residential mortgage processing experience.
• Experience with RESPA and general knowledge of all mortgage and consumer lending regulations, and loan documents preferred.
• Excellent math and analytical skills.
• Excellent communication skills.
• Excellent prioritization and time management skills.
• Proficient in DU, LP, Microsoft Outlook & Windows.