We are looking for a Unicorn who has a talented mix of guideline knowledge, processing abilities, and sales skills, and will act as the 'right arm' to our Loan Officer. This role will work directly with their borrowers to provide a seamless and expeditious mortgage process along with white-glove customer service.
The Assistant/Loan Partner can focus on lead conversion and creating a 'wow' experience for each client. This position requires the knowledge to analyze customer credit, review income, and asset documents, and structure a loan. If you find the mortgage industry and helping clients attain the home of their dreams as interesting as we do, and you are a detail-oriented professional who is passionate about great customer service, we want you to join our dynamic and fast-growing team.
This is your opportunity to join a hyper-successful team where you can grow your career and earn a significant financial income.
$50,000 - $75,000Your mission, should you choose to accept it:Establish relationships with referral partners and borrowersFacilitate the completion of loan applications (digital/phone/in-person)Help gather and prepare all documents needed for underwriting requirementsStructure loan files based on specified parameters (running DU/LP, sending closing cost worksheets, etc)Quote rates (when necessary)Be the main point of contact for borrowers during the 'contact to contract' phase of the loan process (Processor handles 'contract to close' duties on LIVE files)Submit detailed and accurate application packages directly to underwriting for upfront TBD approvalsCurrent on mortgage loan products (FHA/VA/CONV/USDA) procedures and documentationCreate ways to communicate daily with the Loan Officer, Processor, Operations staff, Realtors, etc. while working remotelyPut out loan 'fires' whenever possibleBe a sponge for information/knowledge, always striving to be the best possible at your positionBe a leader, helping us improve our processes and procedures to always deliver a world-class experience to our clients and referral partnersThe following experience and skills are preferred:Must have current working knowledge of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage procedures, processes, and documentation. Know how to analyze credit reports, income and asset documents, as well as general ways to structure a loan.
Current or previous experience fulfilling the roles of LOA/Loan Partner, Processor, Loan Officer and/or Underwriter.