Loan Partner
Family Mortgage
Jupiter, FL US
Posted ago
Family Mortgage

We are looking for an applicant 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. This position will be from the “contact to contract” phase of the loan. This support will allow our Loan Officers to spend the majority of their days originating more loans into the pipeline.

The Assistant/Loan Partner will help the Loan Officer in the preparation of documents for processing. Our processor will take the loan from “contract to close” and stay in touch with all interested parties. 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 as interesting as we do, enjoy helping clients attain the home of their dreams, and are a detail-oriented professional who is passionate about great customer service, we want you to join our dynamic and fast-growing team. To us, a qualified Mortgage Assistant/Loan Partner must have 2+ years of continuous mortgage experience, 5+ preferred. This is your opportunity to join a hyper-successful team where you can grow your career and earn a significant financial income.

You will start with a base salary and qualify for bonuses within 90 days. Earnings grow rapidly totally dependent on your skill development and contribution.


Your mission, should you choose to accept it:

Loan Partner (LP1) – assist in all parts of the process from Lead to Contract for loan applicants with a high level of client communication and follow-up. Skills needed in data entry, CRM tracking, scheduling, and follow-up to keep Loan Officer (LO) on task with superior client care.

  • Assist with Client Communication status update, follow up, setting expectations, and scheduling
  • Open Loan to input basic data
  • Pull Credit
  • Review and Organize initial documents from client – scanning, etc
  • Run Automated Underwriting – PMI Quotes if applicable
  • Send out Pre-Approval (Quick Qual) – after LO/Processing Review
  • Send pre-auths
  • Send Stuff We Need and follow up lists (SWN)
  • Schedule LO Consultation with clients
  • Assist LO with Calendar
  • Assist with initial lead intake call and sending SWN
  • Update Lead Tracker
  • PAAL (pre-approved and looking) – check-in calls and follows up on docs
  • PAAL MBS Mkt Report, send and schedule follow up LO Consultation
  • Order VOEs and Transcripts
  • Update CRM
  • TY Notes to referral
  • TY Note to the client at contract
  • Contract Setup
  • MBS Refi Loan Comparison, send and schedule LO Consultation


We are looking for someone who is

  • Trustworthy with confidential information
  • Great support person-team player all the way
  • Fantastic at follow up
  • Eager to do a great job
  • Great work ethic
  • Friendly on the phone and on email and text
  • Owns their job tasks
  • Has positive energy
  • Sharp and willing to continually learn
  • Creative - You think of ideas too – look for ways to be better

About Family Mortgage

We are a team of mortgage professionals, who are up to today’s complex mortgage challenges. Buying a home is the realization of a dream and it takes hard work to achieve this dream. You deserve a team of mortgage professionals working just as hard for you. With 50 years of combined experience, Our Team is your best solution, and we know how to get you to those exact three words you've been dying to here...."clear to close!"

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