What are the responsibilities and job description for the Loan Partner/Loan Officer Assistant position at Success Mortgage Partners?
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. Candidates 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.
Responsibilities
- Serve as the primary contact and liaison between clients, branch manager, and assigned mortgage loan originator and conduct meetings to coordinate any follow-up items
- Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
- Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
- Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
- Screen and make calls, book appointments and provide administrative support as needed
Qualifications
- High school diploma or equivalent required. College degree in finance or banking preferred
- 2-5 years of professional office environment required, preferably as a loan officer assistant or mortgage assistant
- Possess an advanced understanding of different loan products, such as conventional loans, FHA, VA, USDA, adjustable/ fixed, residential loans, etc.
- Highly motivated and goal-oriented with excellent customer service and communication skills
- Computer proficiency required including MS Office & Encompass
- NMLS license or training is not required, but is desired
Benefits: Vision, Dental, Medical, PTO
