Mortgage Loan Partner

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!

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)