Loan Partner
Reliant Mortgage Team
San Diego, CA US
Posted ago
Reliant Mortgage Team
Are you looking to work alongside leaders in the mortgage industry that will help you grow your career? We’re looking for a full-time loan partner that will help our applicants get mortgage ready and support them throughout the loan process. Jobseekers should be organized, detail-oriented professionals driven to succeed in their role. If you’re interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today!
Responsibilities
  • Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
  • Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/ loan officer
  • Screen and make calls, book appointments and provide administrative support as needed
  • 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
  • MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred
  • College degree in finance or banking preferred. High school diploma or equivalent required
  • Strong understanding of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
  • 5+ years of professional office environment experience as a loan officer assistant or mortgage assistant preferred
  • Excellent customer service and communication skills and willing to go above and beyond for customers and team
Compensation
$22 - $25 hourly
About Reliant Mortgage Team

The Reliant Mortgage Team is a young, fast-paced, growing Real Estate Lending Team. We specialize in working together with Realtor and business partners to get their clients into new homes as quickly and efficiently as possible. We run a fun, hard-working, goal-obsessed team, and we show up every day to make a difference for the families and the communities that we serve through our businesses. We have a constant drive to improve the loan experience for our clients and business partners and always ask ourselves: "How can we improve and grow our business the right way?"

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