Loan Partner (East Coast)
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Job Summary
Working remotely in a full-time capacity, the Loan Partner (East Coast) will serve as the first point of contact for clients and referral partners, focusing on converting leads into qualified buyers through proactive communication and exceptional service.
Key responsibilities:
- Respond to purchase and refinance leads promptly, ensuring timely follow-up and communication
- Gather client information, assess needs, and prepare complete loan files for processing
- Maintain relationships with clients and referral partners, providing updates and consultative mortgage guidance
Required qualifications:
- High School Diploma or equivalent
- 1+ years of experience in mortgage lending, banking, or related fields
- Experience with Encompass and knowledge of mortgage regulations preferred
- Excellent math and analytical skills
- Proficiency in Microsoft Outlook and Windows
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