Loan Partner

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

📋 Description

• Gather, organize, and verify borrower documentation (e.g., paystubs, W-2s, insurance forms) as instructed by a licensed MLO.

• Aid in the preparation of loan files for underwriting submission by compiling documentation, ensuring completeness, and entering data into loan origination systems, without offering recommendations or credit decisions.

• Communicate with borrowers and third parties (such as title companies, appraisers, and insurance providers) to retrieve missing documents or status updates, following the guidance of a licensed MLO.

• Maintain borrower records and update CRM/loan origination systems (e.g., Encompass, Surefire) with accurate information to support the workflow of licensed MLOs.

• Coordinate the scheduling of appointments for borrowers and referral partners on behalf of Loan Originators/Branch Managers.

• Prepare standard loan-related documents and correspondence (e.g., disclosures, closing packages, letters, status updates) for review and delivery by a licensed MLO.

• Monitor and manage loan pipeline reports to ensure files are up-to-date, escalating any discrepancies to licensed MLOs for review.

• Request additional items needed to fulfill underwriting conditions as directed by the MLO, without interpreting or assessing the adequacy of those items.

• Facilitate communication with borrowers regarding the status of their loan files (e.g., “your appraisal is scheduled,” “we still need a copy of your homeowner’s insurance”) without discussing or explaining loan terms.

• Support marketing and referral partner engagement activities, such as preparing marketing kits, coordinating social media content, scheduling events, and maintaining contact databases, under the supervision of licensed MLOs.

• Assist in managing inbound inquiries by directing borrower questions regarding loan programs, terms, or eligibility directly to licensed MLOs.

• Follow up on outstanding documentation requests from borrowers via phone, email, or secure portal, without providing advice or making eligibility determinations.

• Generate, organize, and track sales/marketing leads in company CRM systems, ensuring leads are directed to licensed MLOs for follow-up.

• Provide general administrative support, including document scanning, file management, supply ordering, and distribution of correspondence.

• Execute other administrative tasks as assigned, as long as they remain clerical or supportive in nature and do not involve offering or negotiating loan terms.

⛳️ Requirements

• High school diploma or equivalent is required; a college degree in business or a related field is preferred.

• At least one year of experience in mortgage, financial services, or administrative roles is preferred.

• Proficient in Microsoft 365 and familiar with Encompass or similar loan origination software.

• Excellent verbal and written communication skills coupled with professional phone and email etiquette.

• Ability to handle multiple tasks, effectively prioritize, and meet deadlines in a fast-paced environment.

• Exceptional attention to detail and accuracy in documentation.

• Customer service-oriented with the capability to build and sustain positive relationships.

• Strong organizational and problem-solving abilities.

• Willingness to work occasional overtime or flexible hours as necessary.

🏝️ Benefits

• Health insurance

• Retirement plans

• Paid time off

• Flexible work arrangements

• Professional development

• Bonuses

• Equipment allowances