Loan Partner

This is a fully remote position, open to applicants in New Jersey.

📋 Description

• Coordinate all appointments for loan officers, which includes handling new leads and additional meetings for the Branch Manager.

• Manage all incoming phone calls.

• Support Loan Partner II with administrative tasks such as copying and faxing documents.

• Organize regular weekly in-person meetings based on branch performance metrics and operations.

• Achieve branch goals related to pre-qualifications and pre-approvals.

• Participate in branch events to assist the Loan Officer in expanding the client base.

• Complete and uphold branch-assigned checklists, files, and analyses within designated branch deadlines.

• Must be available to work flexible hours and overtime when necessary.

⛳️ Requirements

• High School Diploma or equivalent qualification.

• At least 3 years of experience in residential mortgage processing.

• Experience with Encompass is mandatory.

• Familiarity with RESPA and a general understanding of all mortgage and consumer lending regulations, as well as loan documents, is preferred.

• Strong mathematical and analytical skills.

• Exceptional communication abilities.

• Excellent skills in prioritization and time management.

• Proficient in DU, LP, Microsoft Outlook, and Windows operating systems.

🏝️ Benefits

• Medical coverage

• Dental coverage

• Vision coverage

• 401K plan

• Short-term disability insurance

• Employee assistance program

• Wellness program