Loan Partner I
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Job Summary
Providing essential administrative support to Loan Originators and Branch Managers, the full-time remote Loan Partner I will gather borrower documentation, prepare files for underwriting, maintain records, and assist with marketing activities to ensure a smooth borrower experience.
Key responsibilities
- Collect, organize, and verify borrower documentation as directed by a licensed MLO
- Assist in preparing loan files for underwriting by ensuring documentation completeness and performing data entry
- Communicate with borrowers and third parties to obtain missing documents and provide status updates without discussing loan terms
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 experienced in Encompass or similar loan origination software
- Ability to manage multiple tasks and prioritize effectively in a fast-paced environment
- Customer service orientation with the ability to build and maintain positive relationships
Complete Job Description
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