Loan Partner

Job Description

Seeking a Loan Partner to join our team! This person is responsible for assisting with the growth and cultivation of our referral partner relationships, handling inbound/outbound calls and emails, and building rapport with clients and business partners while determining the immediate needs of both as well. We are seeking a motivated, sales-oriented, and ethical team player who is looking to be part of a company and team with a great future in lending. We offer a tremendous opportunity for growth, compensation, and benefits.

To learn more about our team click the link below.

https://www.theiversongroup.com/about-4

Responsibilities:

· Ability to grow and maintain referral partner relationships

· Assist new clients through the information intake process and scheduling consultations with their respective loan officer

· Manage 40-60 leads per month

· Ability to review and understand loan application, documentation and AUS findings necessary for pre-approval

· Manage CRM to include maintaining notes in the client record, effectively working follow-up tasks and ensuring data relating to communications and the status of leads is accurately documented

· Extreme follow up with clients and established business partners via phone, text, and email to ensure complete information on file, request outstanding document needs, and schedule consultations and/or meet-ups.

· Go the “extra mile” to build trust relationships, customer loyalty, and satisfaction throughout their homebuying journey

· Assist with various marketing efforts: gifting, client/VIP events, communication campaigns

Qualifications:

· Customer satisfaction, orientation, and sales competencies

· Ability to work in a goal-oriented environment

· Strong attention to detail and written communication

· Excellent communication and interpersonal skills

About Us:

At Neighborhood Loans, we are passionate mortgage lending professionals with one goal in mind - make our clients, our priority. Neighborhood Loans is a Residential Mortgage Lender utilizing a business model aimed at educating and enabling consumers in a rapidly changing market. Our mission is to provide the finest service based on the highest standard of ethics, values, and customer care. In doing so, we will earn the loyalty and trust of homeowners who will become our lifelong customers and friends.

Benefits:

· Dental Insurance

· Health insurance

· Paid time off

· Vision insurance

Schedule:

· 8-hour shift

· In office position

Job Type: Full-time

Pay: Up to $80,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Work Location: In person

Salary : $80,000