Loan Partner II

Responsibilities

• 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, do a QC Review which includes the following:
  • Be sure docs received matches checklist.
  • Organize assets/income.
  • 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.
• Tuesday Realtor Status Updates.
• Ensure Documents to Closing within 48 hours.
• Productive Weekly Status Calls.
• Pipeline meeting weekly with processors.
• 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.