Loan Partner I
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Job Summary
Providing essential administrative support to the sales department, the full-time Loan Partner I will assist in document verification, manage loan applications, and ensure exceptional customer service in a fully remote environment.
Key responsibilities
- Verify and examine the accuracy of loan application and closing documents
- Manage CRM and loan officer databases, including setting appointments
- Prepare and compile necessary documents for loan closings
Required qualifications
- Proficiency in computer skills, including spreadsheets, word processing, and CRM software
- Experience in loan servicing or administrative support within the mortgage industry
- Strong understanding of loan documentation and underwriting processes
- Ability to communicate effectively and build relationships with clients and team members
- Flexibility to adapt to changing priorities and tasks as assigned
Complete Job Description
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