Loan Partner I

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

📋 Description

• Provide administrative and clerical assistance to Loan Originators and Branch Managers throughout the mortgage loan process.

• Gather, organize, and verify borrower documentation as instructed by a licensed MLO.

• Compile loan files for underwriting submission, ensure they are complete, and carry out data entry without offering recommendations or credit decisions.

• Communicate with borrowers and third parties to obtain any missing documents or status updates.

• Maintain borrower records and update CRM and loan origination systems accordingly.

• Coordinate appointments for borrowers and referral partners.

• Prepare standard loan-related documents and correspondence for review and delivery by a licensed MLO.

• Monitor loan pipeline reports and escalate any discrepancies to licensed MLOs.

• Request additional items needed to fulfill underwriting conditions as directed by the MLO.

• Facilitate borrower communication regarding the status of loan files without discussing loan terms.

• Support marketing and referral partner engagement activities, including creating marketing kits, developing social media content, scheduling events, and managing contact databases.

• Direct inquiries about loan programs, terms, or eligibility to licensed MLOs.

• Follow up on outstanding requests for borrower documentation via phone, email, or secure portal.

• Generate, organize, and track sales and marketing leads within company CRM systems.

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

• Perform other clerical or supportive administrative tasks as assigned.

• Assist with file processing, compliance, document preparation, operational support, lead tracking, referral partner coordination, pipeline management, social media assistance, CRM marketing campaigns, event coordination, and brand awareness initiatives.

⛳️ Requirements

• High school diploma or equivalent is required.

• A college degree in business or a related field is preferred.

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

• Proficient in Microsoft 365.

• Experience with Encompass or similar loan origination software is desired.

• Strong verbal and written communication skills are essential.

• Professional phone and email etiquette is required.

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

• Exceptional attention to detail and accuracy in documentation is crucial.

• A customer service-oriented mindset is expected.

• Strong organizational and problem-solving skills are important.

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

• Ability to meet the physical demands of the role, including sitting, walking, using hands to operate computers and other tools, reaching, close vision, and adjusting focus.

🏝️ Benefits

• Base salary range of $60,000.00–$70,000.00.

• Commission opportunities.

• Potential per-file bonuses.

• Discretionary bonuses, as applicable.

• Eligibility to participate in the Total Rewards program.

• Equal-opportunity employer.

• Reasonable accommodations for individuals with disabilities.