Loan Partner I – Bilingual Russian

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

📋 Description

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

• Collect borrower documentation, prepare files for underwriting, maintain records, coordinate communications, and support marketing and referral activities to ensure a seamless experience for borrowers.

• 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 performing data entry 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 acquire missing documents or status updates, adhering to instructions from a licensed MLO.

• Maintain borrower records and update CRM/loan origination systems (e.g., Encompass, Surefire) with precise data to facilitate licensed MLO workflows.

• Coordinate the scheduling of borrower and referral partner appointments 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.

• Track and monitor loan pipeline reports to ensure files are up to date, escalating discrepancies to licensed MLOs for review.

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

• Facilitate borrower communication regarding loan file status (e.g., 'your appraisal is scheduled','we still need a copy of your homeowner’s insurance') without discussing or clarifying 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 guidance of licensed MLOs.

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

• Follow up on outstanding requests for borrower documentation via phone, email, or secure portal, without providing advice or eligibility assessments.

• 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.

• Perform additional administrative tasks as assigned, provided they remain clerical or supportive 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.

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

• Proficiency in Microsoft 365 and experience with Encompass or similar loan origination software.

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

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

• Exceptional attention to detail and accuracy in documentation.

• Customer service orientation with the capability to build and maintain positive relationships.

• Strong organizational and problem-solving abilities.

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

🏝️ Benefits

• Qualifying employees are eligible to participate in our Total Rewards program.