Loan Partner

ResponsibilitiesActs as a liaison between the client and Loan Originator as needed.Assists the Loan Originator by meeting and guiding the client through the loan application process.Verifies and completes all required fields on the application documents as well as in Encompass. Secures all signatures and dates as needed.Obtains all documentation and support information as required by the products and loan programs.Provides loan disclosures that comply with federal, state, agency, andor investor guidelines.Professionally interacts with applicants throughout the loan process.Assists the Loan Originator with seeking out and building relationships with third-party business partners in the immediate community such as real estate agents, title companies, home builders, financial planners, etc.Maintains current knowledge of standard loan products offered by agencies and investors, as well as trends and developments in the local real estate market.Provides clear, effective communications to team members.Assists with training loan partner staff in the department.Performs additional duties as assigned by the management of The Mortgage Firm.Required SkillsMust be currently NMLS licensed or have the ability to become licensed within 90 days of employment.Must hold a bachelor's degree.Encompass experience.Excellent and effective written and verbal communication skills.Professional appearance.Proficient in Encompass and Microsoft OutlookMinimum high school diploma required.Highly detailed and organized with the ability to multitask.Professional image.Knowledge of standard loan products offered by FHA, VA, USDA, FNMA, and FHLMC.Familiarity with underwriting guidelines and AUS systems.

Created: 2025-02-07