Mortgage Loan Partner
Blue Financial Group
Remote
Posted ago
Blue Financial Group

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
  • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
  • Create and nurture relationships with both referral partners and borrowers to draw in new business and retain our existing clients
  • Answer questions from customers or employees regarding transactions and give quotes when required to deliver excellent customer service
  • 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
  • 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
Qualifications
  • Excellent time management, interpersonal, communication, and follow-up skills
  • Strong understanding of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage documentation, processes, and procedures
  • The ability to analyze credit reports, income, and asset documents, as well as an understanding of general ways to structure a loan

  • 2+ years as a Loan Partner who can take a lead from start to finish including buyer consultation, selling the rate, and resolving issues, 5+ years preferred
  • NMLS license required

Compensation
$50,000 - $70,000 yearly
About Blue Financial Group

Blue Financial Group is a broker that has been around for over 20 years and specializes in getting clients the best loan programs and rates for each scenario. I've been in the business for over 17 years and this company has the best processing, the owners and staff are nice, professional, and drama free.


You would be working for my team (see Yelp/Google Joshua Sun Loans) and we pride ourselves on educating buyers and giving them a competitive advantage in this market with our cash buying program, upfront underwriting, and making their offers stand out. Our goal is to provide a 5-star experience and always exceed expectations.

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