Loan Partner

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the initial point of contact for clients and referral partners, ensuring a favorable first impression.

• Transform new prospects into qualified buyers through prompt follow-ups, proactive communication, and exceptional service.

• Address every purchase lead within one hour and every refinance lead by the close of business on the same day.

• Establish rapport and gain a thorough understanding of client needs through discovery questions.

• Complete Jungo/CRM intake with comprehensive notes and next steps outlined.

• Acquire and assess credit information, verify income, and gather necessary documentation.

• Review documents for accuracy and consistency prior to transfer.

• Assemble and sustain loan files in Encompass, preparing complete files for processing.

• Oversee rate locks, milestone dates, closing dates, and ensure pipeline accuracy.

• Identify and resolve issues swiftly to reduce client impact.

• Offer consultative mortgage advice and suggest suitable lending solutions.

• Explain the mortgage process, requirements, and timelines to clients clearly.

• Provide proactive updates to clients and referral partners, including follow-ups after significant client interactions.

• Prepare the Branch Manager for Homebuyer Consultations and Loan Strategy Meetings.

• Follow up with clients throughout the processing stage as necessary.

• Cultivate positive relationships with clients and referral partners through professional follow-ups, appreciation, and business development support.

• Maintain CRM notes, tasks, and follow-up schedules.

• Respond to incoming calls and emails in a professional manner by the end of each workday.

• Manage the Branch Manager’s calendar, appointments, team inbox, and priorities effectively.

• Contact pre-approved homebuyers weekly until they secure a contract.

• Reach out to the top 10 referral partners weekly to enhance relationships.

• Monitor servicing and refinancing opportunities actively.

• Maintain marketing materials, including updates for webinars, presentations, and contact lists.

• Assist with team reporting, lead tracking, and KPI reviews.

⛳️ Requirements

• High School Diploma or equivalent qualification.

• A minimum of 1 year of experience in mortgage lending, banking, financial services, sales support, customer service, or a related field.

• Familiarity with Encompass is preferred.

• Knowledge of RESPA and general familiarity with all mortgage and consumer lending regulations and loan documents is preferred.

• Strong mathematical and analytical abilities.

• Excellent communication and collaboration skills.

• Outstanding organizational and time management capabilities.

• Proficiency in DU, LP, Microsoft Outlook, and Microsoft Windows.

• Primarily operates within the Eastern and Central Time zones during working hours to support the East Coast region.

🏝️ Benefits

• Competitive compensation plan

• Medical insurance

• Dental insurance

• Vision insurance

• 401(k)

• Company-provided short-term disability

• Employee assistance program

• Wellness program

• Robust benefits package