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Job description

Mortgage Loan Partner

Mortgage Loan Partner job overview

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.

Mortgage Loan Partner job template

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Mortgage Loan Partner job summary

Are you looking to work alongside leaders in the mortgage industry that will help you grow your career? We’re looking for a full-time loan partner that will help our applicants get mortgage ready and support them throughout the loan process. Jobseekers should be organized, detail-oriented professionals driven to succeed in their role. If you’re interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today!

Location

Ashburn, VA
Mortgage Loan Partner responsibilities
  • 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
  • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
  • Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
  • Screen and make calls, book appointments and provide administrative support as needed
Mortgage Loan Partner qualifications
  • High school diploma or equivalent required. College degree in finance or banking preferred
  • At least 5+ years of professional office environment required, preferably as a loan officer assistant or mortgage assistant
  • Possess an advanced understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
  • Highly motivated and goal-oriented with excellent customer service and communication skills
  • Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred
  • NMLS license or training is not required, but is desired
Mortgage Loan Partner compensation

$46,921 (National Average)

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