Loan Assistant
Palm Beach Mortgage Team
West Palm Beach, FL US
Posted ago
Palm Beach Mortgage Team
Are you looking for a salaried position in the mortgage industry where you get to help customers get into the home of their dreams without having to hunt for new business? If so, we need to talk!

We’re hiring for a full-time loan partner to work in tandem with the loan officer to properly package loans for our clients and get them mortgage ready. The loan officer will cultivate new business while you analyze customer credit, review income, and assess documents to ensure a successful close.

This role is perfect for the detail-oriented self-starter who thrives on success. Plus, you’ll never have to worry about commission, because we’re offering a salaried position. If you want to help people find their dream home without the hassle of finding new leads, we need to talk. Our team will empower you to embrace your natural talents, and we’ll give you everything you need to achieve your career goals. Ready to start? Apply today!
Responsibilities
  • Establish and maintain relationships with referral partners and borrowers to retain existing clients and attract new business
  • Liaise between clients, referral partners, and the loan officer, serving as their primary contact during the “contact to contract” phase of the loan process, and conduct meetings to coordinate any follow-up items
  • Look over all loan package paperwork to check for inconsistencies, omissions, and inaccurate income calculations and then report any errors to the loan originator
  • Follow up and respond to customer and in-house inquiries on transactions and provide quotes as needed to offer superior customer service
  • Coordinate loan application completions, collect all necessary documents (including credit reports), run DU/LP/AUS, send a closing cost worksheet to borrowers, and get the file ready for processing

  • Taking applications and entering files/uploading documents into the database
  • Send out needs list to clients
  • Follow up on needs list
  • Excellent tracking of the mortgage pipeline
  • Calculate income and Run DU/LP
  • Make sure closings happen on time and put out fires
  • Realtor follow up

Qualifications
  • Excellent time management, interpersonal, communication, and follow-up skills
  • Able to accurately analyze income, asset documents, and credit reports, and knows how to structure the information properly for a loan
  • Extensive experience with automated underwriting systems such LP and DU
  • 2+ years of experience as a LOA/Loan Partner, Processor, Loan Officer, and/or Underwriter required, 5+ years preferred
  • Must have current working knowledge of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage procedures, processes, and documentation

  • Compensation is negotiable

About Palm Beach Mortgage Team

Our employees say "... we work hard, we play hard, and we are treated fairly with the utmost respect." If you want to be a part of a fast-growing, highly efficient mortgage office; and you get pleasure out of being successful in helping dreams come true, then we would be privileged to have you as a part of our team.

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