Demo

Loan Production Partner

One Stop Mortgage
Winter, FL Full Time
POSTED ON 1/19/2025
AVAILABLE BEFORE 4/18/2025

Are you looking to work alongside leaders in the mortgage industry that will help you grow your career? We’re looking for a full-time loan partner that will help our applicants get mortgage ready and support them throughout the loan process. Jobseekers should be organized, detail-oriented professionals driven to succeed in their role. If you’re interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today!

While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.

Responsibilities :

  • Provide administrative support such as screening and making calls, booking appointments, etc.
  • Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork.
  • Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed.
  • Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service.
  • Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator / loan officer.
  • Loan Advisory Services : Provide expert guidance on both Qualified Mortgage (QM) and Non-Qualified Mortgage (Non-QM) loans, including conventional, FHA, VA, bank statement, DSCR, and other specialized loan products, to borrowers and realtors.
  • Client Relationship Management : Maintain strong relationships with clients and realtors, delivering exceptional customer service and ensuring their loan needs are met with tailored solutions.
  • Guideline Mastery : Quickly memorize and apply various loan guidelines and policies, ensuring accurate and efficient loan processing.
  • Compliance and Accuracy : Ensure all loan processes and documentation comply with industry regulations and standards, maintaining meticulous attention to detail.
  • Technology Utilization : Leverage advanced loan processing software and CRM systems to manage client data, streamline workflows, and enhance operational efficiency.
  • Strategic Planning : Contribute to the strategic direction of the team, identifying opportunities for growth and improvement in loan products and services.
  • Problem Solving and Conflict Resolution : Address and resolve any issues or challenges that arise, ensuring smooth and efficient operations.
  • High Energy and Communication : Maintain a high-energy approach to work, being an amazing communicator who can effectively interact with clients, team members, and industry professionals.

Qualifications :

  • Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred.
  • Excellent customer service and communication skills and willing to go above and beyond for customers and team.
  • Preferred degree in banking or finance, and a high school diploma or equivalent is required.
  • Preferably 5 years of experience in a professional office or mortgage environment as a mortgage loan officer assistant or similar position.
  • NMLS license or training is not required, but is desired.
  • Expert understanding of QM & Non-QM guidelines.
  • Coachable, with a strong desire to lead others and grow personally.
  • Excellent communication both written and verbal.
  • Excellent online presentation skills.
  • Customer-focused mindset with the ability to provide exceptional customer service.
  • Detail-oriented and organized.
  • Computer savviness required including Arive, Google Sheets, Loan Sifter, CRM, AUS, and proprietary mortgage software.
  • Resourceful team player with strong problem-solving skills.
  • Ability to stay updated on market changes and adapt to evolving industry standards.
  • Compensation :

    65,000 - $125,000 yearly

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    Salary : $65,000 - $125,000

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