Loan Partner II
AnnieMac Home Mortgage · Leominster, MA · 2 wk ago
RemoteRemoteFinanceContract
Responsibilities
- Assist one specific Mortgage Loan Originator or Branch Manager in delivering outstanding customer service to borrowers and realtor partners.
- Under the direct supervision of the Branch Manager, perform the following accountabilities and job activities:
- Deliver WOW service Contract to Close
- Send disclosures to borrowers with updated Needs List and get docs returned within 48 hours
- Once final paperwork is received, perform a QC Review which includes:
- Ensure docs received matches checklist
- Organize assets/income
- Complete Mortgage Banker Checklist/Quality Assurance Checklist
- File turned into processing within 24 hours of receipt
- New contracts introduction to realtors via email
- Email L.O. to do a warm/fuzzy call to both agents
- Provide Tuesday Realtor Status Updates
- Ensure Documents to Closing within 48 hours
- Conduct Productive Weekly Status Calls
- Attend weekly pipeline meeting with processors
- Complete Pre Close Checklist with Client 48 hours before closing
- Attend closing if LO cannot (15 minutes max)
- Call and get all conditions
- Working with Clients:
- Research Client Scenarios with Underwriting and Inv. Guidelines
- Assist LO with callbacks of borrowers to set up face to face appointments only (LP2s are not permitted to discuss loan terms)