Loan Partner
San Diego Home Loans
San Diego, CA US
Posted ago
San Diego Home Loans

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
  • Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction
  • 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
  • Assist with administrative duties such as making and screening calls, booking appointments, etc.
  • Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
  • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator

  • Serve as the primary contact and liaison between clients, branch manager, and assigned mortgage loan originator and conduct meetings to coordinate any follow-up items
  • Coordinate and prepare the documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
  • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
  • Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
  • Screen and make calls, book appointments and provide administrative support as needed

Qualifications
  • College degree in finance or banking preferred. High school diploma or equivalent required
  • 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
  • Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred
  • At least 5+ years of professional office environment required, preferably as a loan officer assistant or mortgage assistant

  • High school diploma or equivalent required. A College degree in finance or banking preferred
  • At least 5+ years of professional office environment required, preferably as a loan officer assistant or mortgage assistant
  • Possess an advanced understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
  • Highly motivated and goal-oriented with excellent customer service and communication skills
  • Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred
  • NMLS license or training is not required but is desired

Compensation
45000 - 50000 yearly
About San Diego Home Loans

San Diego Home Loans is a top mortgage broker that has access to over 80 wholesale lenders to offer our clients low rates, a variety of programs, and unmatched service. We have preferred pricing and service with those lenders. San Diego Home Loans is a DBA of Cabrillo Mortgage and Realty Services. NMLS 292211.

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