Loan Partner
Steve Kyles Team
Palm Harbor, FL US
Posted ago
Steve Kyles Team

Are you interested in a salaried position in the mortgage industry where you get to help clients secure the home of their dreams without having to go out and get new business? If so, this is the job for you!

Our team is in need of a full-time loan partner who can take our business to the next level! You’ll work with the loan officer to structure loans for clients and get them mortgage-ready. The loan officer will go out into the field to identify new business leads and pass the torch to you, so you can focus on reviewing income, customer credit, and documentation to assure a successful close.

Our ideal candidate is goal-oriented, hardworking, and highly detail-oriented. We will provide you with the tools and training you need to achieve your career goals. If you love helping people and want to join an extraordinary team who will challenge you to grow, this is the place for you. Start your application today!

Responsibilities
  • Coordinate discussions between the loan officer, referral partners, and clients so they have a clear primary contact throughout the “contact to contract” phase of the loan process, and arrange meetings to ensure any follow-up actions get taken
  • Create and nurture relationships with both referral partners and borrowers to draw in new business and retain our existing clients
  • Look over all loan package paperwork to check for inconsistencies, omissions, and inaccurate income calculations and then report any errors to the loan originator
  • Answer questions from customers or employees regarding transactions and give quotes when required to deliver excellent customer service
  • Facilitate the completion of loan applications, coordinate the collection of documentation, including credit reports, run DU/LP/AUS, send a closing cost worksheet to borrow, and prepare the file for processing
Qualifications
  • The ability to analyze credit reports, income, and asset documents, as well as an understanding of general ways to structure a loan
  • Understands automated underwriting systems such as DU and LP
  • Excellent time management, interpersonal, communication, and follow-up skills
  • Must have current working knowledge of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage procedures, processes, and documentation
  • Valid NMLS license or must be willing to get licensed within 90 days
Compensation
$50,000
About Steve Kyles Team

Sarah Johnson is a mortgage lender partner you can trust, one who provides clear communication, and is conscientious of the small details to prevent and overcome potential obstacles in the real estate process which could save you thousands! We specialize in helping professional working families maximize their hard-earned money when making what’s often the largest wealth-building investment of their lives: their home. We do this by listening to your goals, providing market knowledge, and being a “guideline guru,” which helps you feel empowered when selecting the best mortgage strategy to accomplish your overall short and long-term financial goals. In the chaotic world of real estate,

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