Mortgage Loan Officer Partner
The Wormley Team
San Jose, CA US
Posted ago
The Wormley Team

Do you love helping people get their dream homes but don’t love hunting for new leads? If so, we’re looking for you! We’re hiring a full-time loan partner that will work alongside our loan officer to structure loans for our clients and help get applicants mortgage ready. While our loan officer is out in the field driving in more loan business to fill the pipeline, you’ll be analyzing customer credit, reviewing income, and assessing documents to ensure an efficient and successful close.

Jobseekers should be highly motivated, goal, and detail-oriented professionals driven to succeed. This position provides a small salary plus bonuses. If you’re a loan officer who always felt they never quite fit the sales mold, this is the role you’ve been looking for. If you’re interested in joining a team that empowers you to embrace your natural talents and helps you achieve your career goals, apply today!


  • Take complete loan applications
  • Run and analyze credit
  • Run pricing
  • Pre-qualify clients for loan programs
  • Run D/U and/or LP
  • Gather all initial documentation from clients
  • Structure loans and present the best options to clients
  • Request loan disclosures
  • Review initial disclosures with clients
  • Submit complete loan files to the processor for processing
  • Lock loans
  • Answer questions from clients and referral partners and handle concerns during the process
  • Weekly meeting with the processor to go over the status of all files
  • Weekly updates to all parties
  • Help clear loan conditions
  • Make sure closings happen on time and put out fires
  • Monitor all loans in the pipeline through closing
  • Build and maintain relationships with borrowers and referral partners to keep our current clients and attract new ones

  • Current NMLS license or must be willing to get licensed within 90 days
  • Strong understanding of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage documentation, processes, and procedures
  • Strong communication, interpersonal, time management, and follow-up skills
  • Capable of analyzing credit reports, income, and asset documents, and can structure a loan properly in a variety of ways
  • Extensive experience with automated underwriting systems such LP and DU

  • Current California DRE salesperson or broker's license
  • Minimum 3 years experience in an LOA/Loan Partner or Loan Officer role in a mortgage broker office
  • Be able to work remotely; updated computer/laptop, good WIFI, free of disruptions during work hours
  • Able to take some after-hour calls or on some weekends

$30,000 plus bonus
About The Wormley Team

Elva Wormley is an originating branch manager for C2 Financial Corporation. The Wormley Team branch office is located in San Jose, CA. C2 Financial Corporation is the largest mortgage broker company in California in terms of loan volume and the number of loan originators.

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