Loan Partner I

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Serve as the first point of contact for prospective clients by responding promptly to inquiries and guiding borrowers through the mortgage application process.
• Track and manage leads through all stages of the sales process, ensuring timely follow-up and maintaining accurate records within CRM and lead management systems.
• Schedule, update, and confirm appointments while maintaining the Loan Originator's calendar and coordinating meetings with clients and referral partners.
• Aid the Loan Originator in taking applications, gathering required documentation, and preparing complete loan files for submission.
• Pull credit reports and review preliminary documentation necessary to support lead conversion and preapproval activities.
• Structure and maintain loan files within Encompass, ensuring all requested documents and information are accurately tracked and updated.
• Run or verify Automated Underwriting System (AUS) findings, review documentation requirements, and ensure AUS results align with loan file data in Encompass.
• Respond to customer inquiries and communicate regularly with clients, real estate agents, title companies, builders, referral partners, and other parties throughout the loan process.
• Prepare and distribute preapproval communications and assist with follow-up activities related to preapproved borrowers and submitted offers.
• Maintain and update CRM databases, including referral partners, listing agents, title companies, builders, and prospective client information.
• Conduct weekly pipeline meetings with Loan Originators and coordinate follow-up actions to ensure loans continue progressing efficiently.
• Support business development efforts by requesting referrals from current and prospective clients and cultivating relationships with referral partners.
• Answer questions regarding loan status, documentation requirements, and closing conditions from internal staff, branch personnel, vendors, and investors.
• Attend branch and team meetings and complete all required regulatory and compliance training.
• Crosstrain in additional branch functions to provide operational support during team absences and periods of increased volume.

EDUCATION and/or EXPERIENCE

• A high school diploma or general education degree (GED) is required.
• Five years of office administration experience is preferred.
• Previous experience and knowledge of real estate compliance guidelines and the ability to implement them is preferred.

CUSTOMER SERVICE SKILLS

• Using excellent customer service skills which includes maintaining a good attitude, taking ownership of meeting customer needs, going above and beyond for customers, demonstrating a commitment to sharpening skills through education and training, using positive communication, and looking for opportunities to respect customers’ time and schedules.