Mortgage Loan Partner
Canopy Mortgage
Sacramento, CA US
Posted ago
Canopy Mortgage

Are you interested in a salaried position in the mortgage industry where you get to help clients secure the home of their dreams without having to go out and get new business? If so, this is the job for you!

Our industry-leading team is in need of a full-time loan partner who can take our business to the next level! You’ll work with the loan officer to structure loans for our clients and get them mortgage-ready. The loan officer will go out into the field to identify new business leads and pass the torch to you, so you can focus on reviewing income, customer credit, and documentation to assure a successful close.

Our ideal candidate is goal-oriented, hardworking, and highly detail-oriented. We will provide you with the tools and training you need to achieve your career goals. If you love helping people and want to join an extraordinary team who will challenge you to grow, this is the place for you. Start your application today!

Responsibilities
  • Look over all loan package paperwork to check for inconsistencies, omissions, and inaccurate income calculations and then report any errors to the loan originator
  • Create and nurture relationships with both referral partners and borrowers to draw in new business and retain our existing clients
  • Coordinate loan application completions, collect all necessary documents (including credit reports), run DU/LP/AUS, send a closing cost worksheet to borrowers, and get the file ready for processing
  • Liaise between clients, referral partners, and the loan officer, serving as their primary contact during the “contact to contract” phase of the loan process, and conduct meetings to coordinate any follow-up items
  • Respond to all in-house and customer inquiries regarding transactions and provide quotes when needed to offer exceptional customer service
Qualifications
  • Current NMLS license or must be willing to get licensed within 90 days
  • Strong communication, interpersonal, time management, and follow-up skills
  • Must have current working knowledge of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage procedures, processes, and documentation
  • Understands automated underwriting systems such as DU and LP
  • The ability to analyze credit reports, income, and asset documents, as well as an understanding of general ways to structure a loan
Compensation
$65,000 - $85,000 yearly
About Canopy Mortgage

We are a fun, tight-knit, hard-working, client-centric mortgage team who believe that the only marketing we need is to take EXCELLENT care of our clients and referral partners. We treat others like we want to be treated, honor our word and give more than we take. We use technology to create a seamless and transparent experience for our clients while allowing our Loan Officers to do more loans in less time and with less effort. We are a flat organization, which allows us to offer our Loan Officers maximum compensation while delivering an incredibly competitive rate to our clients. We would love to meet you and provide an awesome opportunity for you to develop your career!

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