Mortgage Loan Partner

Mortgage Loan Partner DISC Chart

Job Summary

A mortgage loan partner is an experienced loan professional that works alongside the mortgage loan officer (MLO) or loan originator and assists with loan applications and pre-approvals before they are taken to the loan processor. Main responsibilities include making initial contact and follow-ups with clients, helping loan applicants get “mortgage-ready”, gathering information for new loan underwriting, providing support throughout the mortgage loan application process, and performing necessary administrative duties. Loan partners usually work at a mortgage brokerage or financial institution.

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Personality types of a Mortgage Loan Partner

Each letter of DISC represents polar personality types with correlating behaviors and characteristics. Learn more about their strengths and weaknesses, how they communicate, and more

low D - Planner

Likes to see the full picture

low I - Supporter

Likes to work on their own

high S - Stabilizer

Likes to have structure

high C - Rule Follower

Likes following rules

Behavioral Qualities for a Mortgage Loan Partner

Behavioral qualities make people naturally act in a certain way. Utilize people's natural behaviors and strengths at work.
  • Cooperative. Willing to collaborate.
  • Attentive. Caring for details and demands.
  • Structured. Organized and systematic.
  • Compliant. Accepting of rules and systems.

Motivators for a Mortgage Loan Partner

Motivators are values that drive people. To retain passionate employees, place people in a role that utilizes their values
  • Altruistic: A caring drive to benefit and support others. To tend to the altruistic drive, assign tasks that directly help their coworkers or customers.
  • Regulatory: A drive to maintain order and the status quo. To tend to the regulatory drive, give them clear structures and let them create their own methods when needed.
  • Theoretical: A drive to learn and gain new knowledge. To tend to the theoretical drive, provide opportunities for them to learn more about the mortgage industry and improve their skill set.

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