Mortgage Loan Partner
Palm Beach Mortgage Group
West Palm Beach, FL US
Posted ago
Palm Beach Mortgage Group
Do you love helping people get their dream home 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 the highly-motivated, goal, and detail-oriented professionals driven to succeed. Since this is a salaried position, you’ll never have to worry about commission. 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!
Responsibilities
  • 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
  • Create and nurture relationships with both referral partners and borrowers to draw in new business and retain our existing clients
  • Follow up and respond to customer and in-house inquiries on transactions and provide quotes as needed to offer superior customer service
  • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
  • Facilitate the completion of loan applications, coordinate the collection of documentation, including credit reports, run DU/LP/AUS, send a closing cost worksheet to borrow, and prepare the file for processing
Qualifications
  • Understands automated underwriting systems such as DU and LP
  • Excellent time management, interpersonal, communication, and follow-up skills
  • Valid 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
  • The ability to analyze credit reports, income, and asset documents, as well as an understanding of general ways to structure a loan
About Palm Beach Mortgage Group

Leverage more than 100 investors with a Palm Beach mortgage broker from Palm Beach Mortgage Group, Inc. Because we have the ability to connect you with the lender that best fits your needs, we are able to get you the best rates on all types of loan programs including: 30yr mortgage, 20yr mortgage, 15yr mortgage, 10yr mortgage, 1yr ARMS, 3yr ARMS, 5yr ARMS, Conventional, Jumbo, Home Equity Lines, VA and Commercial. Whether your situation calls for Full Documents, No Documents, Non-Owner Occupied (Investor) or Multi-Family, a Palm Beach mortgage broker from Palm Beach Mortgage Group Inc. can connect you with a lender that fits your needs!

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