Loan Partner
San Francisco, CA US
Posted ago

We are looking for an inspired, energetic, and committed mortgage professional to join our top-producing team. We are looking for a Unicorn who has a talented mix of guideline knowledge, processing abilities, and sales skills, and will act as the "right arm" to our top producing Loan Officer team. 

This role will work directly with our team’s clients to provide a seamless and expeditious mortgage process along with white-glove customer service. This support will allow the Loan Officers team to spend the majority of their days originating more loans and managing the San Francisco Division of Primary Residential Mortgage. This position requires the knowledge to analyze customer credit, review income and asset documents, and structure a loan while maintaining positive and informative relationships with clients.

If you find the mortgage industry as interesting as we do, enjoy helping people attain the home of their dreams, or refinance existing properties owned, and you 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 without being responsible for sourcing deals or ‘selling’ your own clients.

$25/hour and per funded file bonus - Full-time employee (M-F/40 hr) & eligible for overtime. PTO and Benefits (Medical, Dental, 401k, etc.) available after the first 60-90 days


Your mission, should you choose to accept it:

  • Be the main point of contact for borrowers and interested prospects for basic questions, document requests/collection, and status updates
  • Facilitate the completion of loan applications (digital/phone)
  • Help gather, organize and prepare all documents needed to meet underwriting requirements
  • Structure loan files based on specified parameters (running DU/LP, researching guidelines, income/asset analysis, etc)
  • Organize, label, and analyze documentation from borrowers and keep applications up to date and accurate based on current information
  • Remain current on mortgage loan product updates (CONV/JUMBO/FHA/VA) - procedures, guidelines, and documentation requirement changes
  • Communicate daily with the Loan Officer, Processor, Operations staff, etc.
  • Put out loan "fires" whenever possible
  • Be a sponge for information/knowledge, always striving to be the best possible at your position.
  • Be a leader! Help us to improve our processes and procedures to always deliver a world-class experience to our clients and referral partners


  • Current or previous experience fulfilling the roles of LOA/Loan Partner, Processor, Loan Officer and/or Underwriter
  • Minimum 2 years of mortgage experience, 5+ preferred.
  • Knowledge of DU and LP
  • Know how to analyze credit reports, income, and asset documents, as well as general ways to structure a loan.
  • Must have a current working knowledge of mortgage loan products (CONV/JUMBO/FHA/VA) and knowledge of mortgage procedures, processes, and documentation.
  • Highly motivated and detail-oriented with excellent customer service skills
  • Has excellent organizational, time management and follow-up skills
  • Recent experience and competence with Encompass 360 preferred

$25/hour and per funded file bonus
About PRMI

Primary Residential Mortgage is a top national residential mortgage lender with over 270 branches across the country. The San Francisco division of PRMI has offices in San Francisco and Marin County. We have consistently been a top 10 originating center for Primary Residential Mortgage and we are striving to become the top residential lender in the Bay Area. We are a dynamic team of results-orientated individuals and we are looking for team members to join us at that next level.

Acceptable file formats include .doc, .docx, .pdf, .txt.
By applying, you consent to WizeHire's Privacy Policy.