Mortgage Loan Partner
The Kernen Team at Geneva Financial
Mount Pleasant, SC US
Posted ago
The Kernen Team at Geneva Financial
We are looking for a highly-skilled loan partner to join our top-producing team and work alongside our loan officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us to obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, apply now!
Responsibilities
  • Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
  • Check all loan package documents for complete accuracy and submit any discrepancies to the loan officer/ loan originator
  • Serve as the primary contact and liaison between clients, branch manager, and assigned mortgage loan originator and conduct meetings to coordinate any follow-up items
  • Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
  • Assist with administrative duties such as making and screening calls, booking appointments, etc.
Qualifications
  • Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred
  • Possess an advanced understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
  • Preferably 5+ years of experience in a professional office or mortgage environment as a mortgage loan officer assistant or similar position
  • Preferred degree in banking or finance, and a high school diploma or equivalent is required
  • Having an NMLS license is not required, but is preferred
Compensation
$45,000 - $60,000 yearly at plan
About The Kernen Team at Geneva Financial

Experienced, high performance local team/branch. Awesome culture and company performance.

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