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.
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!
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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