Loan Partner I

Job Summary

Providing essential administrative support, the full-time Loan Partner I will assist Loan Originators and Branch Managers throughout the mortgage loan process by gathering documentation, preparing files for underwriting, and coordinating communications in a fully remote environment.

Key responsibilities

• Collect and verify borrower documentation and assist in preparing loan files for underwriting submission
• Communicate with borrowers and third parties to obtain missing documents and maintain accurate borrower records
• Support marketing and referral partner engagement activities, including preparing marketing kits and coordinating social media content

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 with Encompass or similar loan origination software
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment
• Willingness to work occasional overtime or flexible hours as needed