Loan Partner

The Loan Partner supports the Mortgage Loan Originator (MLO) with the administration and processing of mortgage loans, ensuring accurate, timely, and efficient loan processing throughout all stages of the loan transaction.

· Assist the MLO with all originations and loan processing functions, providing administrative and operational support to both the MLO and borrowers. Duties include copying and organizing borrower documentation, filing, and completing other administrative tasks as instructed or as needed throughout the loan process.

· Conduct preliminary research to support mortgage eligibility determinations. Assist with pre-qualification and pre-approval activities as directed by the MLO, including pulling credit reports, running AUS, and gathering required borrower information.

· Coordinate and schedule signing appointments. Provide timely and professional customer service by communicating with borrowers and all relevant parties to ensure appointments are scheduled accurately and efficiently.

· Prepare loan files for submission to loan processing. Perform data entry functions, including setting up new customer files and inputting application data. Request and follow up on additional borrower documentation as needed to maintain complete and accurate files.

· Update and maintain the marketing and loan database for new loans. Support the MLO’s marketing efforts by updating records and sending thank-you notes to customers and realtors.

· Perform miscellaneous clerical and ad hoc duties as required to support the team.

· May originate, as applicable.

JOB REQUIREMENTS

Broad Knowledge & Experience:

Administrative assistance, clerical, and customer service knowledge and experience. Mortgage banking industry, familiar with Conventional, FHA, and VA

mortgage products. Clear understanding of the current

RESPA laws and guidelines.

Above Average Skills:

Teamwork and productivity skills. Must possess excellent

problem solving and customer service skills..

Demonstrated Ability:

P/C computer skills with solid understanding of MS Office

and the ability to use the Encompass loan origination system.

General Knowledge:

Attention to detail in a fast-paced environment with

excellent customer service skills is a must.

Administrative best practices and procedures.

EDUCATION & EXPERIENCE

Degree or Equivalent:

High school diploma or equivalent required. 2-4 year college curriculum preferred.

Years’ Experience:

Two years' experience and/or training.

Specialized Training:

Knowledge of Encompass Database software and or equivalent along with basic computer skills.

Active Affiliations, Certifications:

MLO Originator License approved via NMLS.

WORK ENVIRONMENT

Physical Demands:

Office environment. Daily computer use and close vision. Regular attendance is required.

Work Conditions:

Fast-paced, high volume activities.

Temperament:

In order to succeed in this position, attention to detail in a fast-paced environment with excellent sales and customer service skills is a must.