Loan Partner
Mortgage Heroes
Chula Vista, CA US
Posted ago
Mortgage Heroes
We are looking for a highly-skilled loan partner to join our top-producing team and work alongside our loan officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us to obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, apply now!
  • Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
  • Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed
  • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator

  • Initial file set up and gather necessary documents such as Tax Assessment documents, property profiles, etc
  • Maintain constant contact with Customers and Business partners
  • Be able to price a variety of loan types, answer and screen inbound calls, emails, texts, from clients, to LO
  • Handle all email communication, updates and important matters to clients and realtors at all phases of the transaction, Interface with various departments for submission of the file(s) to maintain turn times, file flow and continuity
  • Maintain a daily pipeline report

  • Although not required, having an NMLS license or training is preferred
  • Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients
  • MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred

  • Minimum of 10 years experience preferably as a loan officer, processor or underwriter, knowledgeable in VA loans, licensed or willing to obtain licensing
  • Experience using Calyx Point and setting up new files, knowledge/experience with CRM systems BNTouch, MLS

About Mortgage Heroes

We get it, there’s a lot of bad information out there. Since 2005 we’ve put more than 1,000 families into homes. We believe veterans should own a home in the land you fought to protect. We come from a long family line of veterans. We serve in the VA space to honor our family line and offer expertise to the community we care about. Our goal is to take your “normal” mortgage experience and make it exceptional, with trusted guidance, tailored options, and all in simple language that is easy to understand. Whether it's online or in-person, our focus is on helping aspiring homeowners cross the line of homeownership as simply as possible without any fluff.

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