Loan Partner
Legacy Mortgage
Remote
Posted ago
Legacy Mortgage
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!
Responsibilities
  • Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
  • Provide administrative support such as screening and making calls, booking appointments, etc.
  • Check all loan package documents for complete accuracy and submit any discrepancies to the loan officer/ loan originator
  • 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
  • Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
Qualifications
  • Highly motivated and goal-oriented with excellent customer service and communication skills
  • Preferred degree in banking or finance, and a high school diploma or equivalent is required
  • MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred
  • NMLS license or training is not required, but is desired
  • 5+ years of professional office environment experience as a loan officer assistant or mortgage assistant preferred
Compensation
$36,000 - $60,000 yearly
About Legacy Mortgage

Legacy Mortgage is an independently owned company that is Headquartered out of Albuquerque, NM. We pride ourselves on assisting not only our customers, but our neighbors. We service NM, TX, and CO. We expect honesty, transparency, and integrity.

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