We are currently looking for a Loan Partner for our Summerfield branch office. As a loan partner, you will be responsible for assisting the Loan Originator by working with prospective loan applicants to achieve a loan approval and subsequent closing. Additionally, the Loan Partner may assist with finding prospective clients and building relationships with third-party business partners. As a Loan Partner, you should be able to:
Act as a liaison between the client and Loan Originator, as needed.
Assist the Loan Originator by meeting and guiding the client through the loan application process.
Verify and complete all required fields on the application documents, as well as, in Encompass and secure all signatures and dates, as needed.
Obtain all documentation and support information as required by the products and loan programs.
Provide loan disclosures that comply with federal, state, agency and/or investor guidelines.
Professionally interact with applicants throughout the loan process.
Assist the Loan Originator with seeking out and building relationships with third-party business partners in the immediate community such as real estate agents, title companies, home builders, financial planners, etc.
Maintain current knowledge of standard loan products offered by agencies and investors, as well as, trends and developments in the local real estate market.
Provide clear, effective communications to team members.
Assist with training loan partner staff in the department.
Perform additional duties as assigned by management of The Mortgage Firm.
Proficient in Encompass and Microsoft Outlook, preferred.
Minimum 2 years’ recent successful mortgage sales experience, preferred.
Knowledge of standard loan products offered by FHA, VA, USDA, FNMA, and FHLMC and familiarity with underwriting guidelines and AUS systems, preferred.
Excellent and effective written and verbal communication skills.
Highly detailed and organized with the ability to multi-task.
Possess a minimum of a high school diploma.