Loan Partner II

AnnieMac Home Mortgage is looking to hire a Full Time Loan Partner II to be responsible for assisting one specific Mortgage Loan Originator or Branch Manager in delivering outstanding customer service to borrowers and realtor partners. Candidates should have experience directly or indirectly related to the Mortgage Industry. Under the direct supervision of the Branch Manager, the accountabilities and job activities of the Loan Partner II position include, but are not limited, to the following:

• Deliver WOW service Contract to Close
  • Send disclosures to borrowers with updated Needs List and get docs returned within 48 hours.
  • Once final paperwork is received, do a QC Review which includes the following:
    • Be sure docs received matches checklist.
    • Organize assets/income.
    • Mortgage Banker Checklist/Quality Assurance Checklist.
    • File turned into processing within 24 hours of receipt.
• New contracts introduction to realtors via email.
  • Email L.O. to do a warm/fuzzy call to both agents.
• Tuesday Realtor Status Updates.

• Ensure Documents to Closing within 48 hours.
  • Productive Weekly Status Calls.
  • Pipeline meeting weekly with processors.
  • Pre Close Checklist with Client 48 hours before closing.
  • Attend closing if LO cannot (15 minutes max).
  • Call and get all conditions.

• Working with Clients
  • Research Client Scenarios with Underwriting and Inv. Guidelines.
  • Assist LO with callbacks of borrowers to set up face to face appointments only. LP2s are not permitted to discuss loan terms.