Loan Partner
Suarez Home and Finance Corp.
Tampa, FL US
Posted ago
Suarez Home and Finance Corp.
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
  • Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
  • 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
  • Screen and make calls, book appointments and provide administrative support as needed
  • Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction
  • Check all loan package documents for complete accuracy and submit any discrepancies to the loan officer/ loan originator

  • Taking applications and entering files/uploading documents into the database
  • Pull credit and analyze
  • Send out needs list to the client
  • Follow up on needs list
  • Excellent tracking of the mortgage pipeline
  • Calculate income and Run DU/LP/GUS
  • Pre-approve clients
  • Realtor follow up

Qualifications
  • Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred
  • Having an NMLS license is not required, but is preferred
  • At least 5+ years of professional office environment required, preferably as a loan officer assistant or mortgage assistant
  • Highly motivated and goal-oriented with excellent customer service and communication skills
  • Advanced comprehension of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.

  • Bilingual in both English and Spanish is a plus
  • 2 years of Mortgage experience required
  • Experience with Mortgage Software
  • Required License: NMLS or Certification

Compensation
$35,000 - $65,000 yearly
About Suarez Home and Finance Corp.

A mortgage broker that values the relationship and communication between our clients and business partners. We are a very detail oriented company and looking to add a team player for our fast paced, friendly environment.



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