Loan Partner - MLO Licensed
The Alan Christian Mortgage Team
Alpharetta, GA US
Posted ago
The Alan Christian Mortgage Team

We are looking for a salary based Loan Partner/Loan Officer Assistant to work in our highly successful mortgage brokerage office. This position is full time.

Loan Officer Assistant, Loan Processor, Loan Officer, or Loan Underwriter may be a good fit.


A current GA Residential Mortgage Originator License* is required. We have a generous pay range between $42,000 and $60,000 based on experience plus bonus. Compensation package will be discussed in detail during the interview.

The ideal candidate may currently be a loan officer or loan officer assistant, and loves working the loan but doesn't like to "go get new business'' OR a loan processor or loan underwriter who likes talking with clients.

This candidate absolutely must know how to pull & analyze credit, review income & asset documents, understand how to structure a loan, have a strong knowledge of Fannie Mae, FHA, VA, USDA guidelines, run DU, stack & submit files, request & clear conditions and communicate incredibly with both borrowers and Realtors. We will take care of bringing in the business - you take care of the clients and the loans. You must have a good knowledge of Calyx loan software and be comfortable navigating on a computer. Please provide us with a detailed list of your computer skills (i.e. Excel, Adobe, etc.). Knowledge of SalesForce CRM is plus. This is not for a candidate that has been out of the mortgage industry 10 years. You need to have recent mortgage experience. Ideally, you are working full time in the industry but looking for a better work environment, growth, and life balance.

  • Provide administrative support such as screening and making 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
  • 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
  • Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service
  • 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

Loan Partner/Loan Partner Assistant Responsibilities Include:

Top 3 Responsibilities:

  • #1 Take applications and pre-qualify clients
  • #2 Provide WOW service from Contract to Close with our great system
  • #3 Close on Time
  • Lock Loans
  • Send disclosures and needs list
  • Enter files/uploading documents into the database
  • Follows up with clients - honor them, make them feel special and know they are important
  • Gather missing docs
  • Tracks mortgage pipeline
  • Calculates income, run DU, credit structure loans
  • Helps clear conditions working with the processor
  • Makes sure closings happen on time and put out fires
  • Realtor Follow-Up


Required Qualifications

  • GA Residential Mortgage Originator License
  • Experience with Calyx software
  • Pulling and analyzing credit
  • Strong knowledge of Fannie Mae, FHA, VA, and USDA guidelines
  • Excellent customer service and communication stills and go above and beyond for the client and the team.

Bonus Qualifications

  • Strong Computer skills
  • Knowledge of SalesForce (or CRM program)
  • Microsoft365 programs

$42,000 - $60,000 yearly
About The Alan Christian Mortgage Team

The Alan Christian Mortgage Team at Options Mortgage Services, LLC is a mortgage brokerage team. We are a relationship, guidance and advice driven mortgage team. We are about integrity, character, honesty and treating others like family. The team is run very similar to a doctor's office where each person has defined roles and responsibilities that make the whole team work. We are licensed throughout the southeast. If you are looking for a team that treats you and your ideas like you are a partner and want to be part of something bigger, then we may be the right fit for you.

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