Loan Production Partner
We are looking for a highly-skilled loan partner to join our top-producing team and work alongside our loan officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us to obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, apply now! Responsibilities:
- Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction
- Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed
- Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/ loan officer
- Assist with administrative duties such as making and screening calls, booking appointments, etc.
- Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
- High school diploma or equivalent required. College degree in finance or banking preferred
- Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred
- Advanced comprehension of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
- Having an NMLS license is not required, but is preferred
- Preferably 5+ years of experience in a professional office or mortgage environment as a mortgage loan officer assistant or similar position
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