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

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

Specific Responsibilities

• Make copies of borrower information, filing, and other administrative duties as instructed by the LO.
• Absorb and pull research regarding the property, credit, and other aspects of the file.
• Make copies of borrower information, filing, and other administrative duties as instructed by the LO.
• Communicate with parties to schedule and set signing appointment.
• Absorb and pull research regarding the property, credit, and other aspects of the file.
• 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.