Bilingual Loan Partner
Job Summary
Providing essential administrative and clerical support, the full-time Bilingual Loan Partner will assist Loan Originators and Branch Managers throughout the mortgage loan process, including gathering documentation, preparing files for underwriting, and maintaining borrower records, all while working remotely.
Key responsibilities
- Collect, organize, and verify borrower documentation as directed by a licensed MLO
- Assist in preparing loan files for underwriting submission and maintain accurate borrower records in CRM systems
- Communicate with borrowers and third parties to obtain missing documents and status updates, following instructions from licensed MLOs
Required qualifications
- High school diploma or equivalent required; college degree in business or related field preferred
- Minimum of one year of mortgage, financial services, or administrative experience preferred
- Proficient in Microsoft 365 and experience in Encompass or similar loan origination software
- Customer service orientation with the ability to build and maintain positive relationships
- Willingness to work occasional overtime or flexible hours as needed
Complete Job Description
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