Loan Partner/Loan Officer Assistant

Are you looking to work alongside leaders in the mortgage industry that will help you grow your career? We're looking for a full-time loan partner that will help our applicants get mortgage ready and support them throughout the loan process. Candidates should be organized, detail-oriented professionals driven to succeed in their role. If you're interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today.ResponsibilitiesServe as the primary contact and liaison between clients, branch manager, and assigned mortgage loan originator and conduct meetings to coordinate any follow-up itemsCoordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperworkReview all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originatorFollow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer serviceScreen and make calls, book appointments and provide administrative support as neededQualifications High school diploma or equivalent required. College degree in finance or banking preferred2-5 years of professional office environment required, preferably as a loan officer assistant or mortgage assistantPossess an advanced understanding of different loan products, such as conventional loans, FHA, VA, USDA, adjustable fixed, residential loans, etc.Highly motivated and goal-oriented with excellent customer service and communication skillsComputer proficiency required including MS Office & EncompassNMLS license or training is not required, but is desiredBenefits: Vision, Dental, Medical, PTO

Created: 2025-02-22