Loan Partner I

NFM Lending • Delray Beach, FL

14d • $22 - $29

About The Position

The Loan Partner I provides administrative and clerical support to Loan Originators and Branch Managers throughout the mortgage loan process. This includes gathering borrower documentation, preparing files for underwriting, maintaining records, coordinating communications, and assisting with marketing and referral activities to ensure a smooth borrower experience.
SAFE Act Notice: This position is limited to administrative and clerical support. Loan Partners do not offer or negotiate loan terms, take loan applications, make credit decisions, or perform any duties requiring Mortgage Loan Originator (MLO) licensure.

Requirements

• High school diploma or equivalent required; college degree in business or related field preferred.
• Minimum of one year of mortgage, financial services, or administrative experience preferred.
• Proficient in Microsoft 365 and experience in 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 ability to build and maintain positive relationships.
• Strong organizational and problem-solving skills.
• Willingness to work occasional overtime or flexible hours as needed.

Responsibilities

• Collect, organize, and verify borrower documentation (e.g., paystubs, W-2s, insurance forms) as directed by a licensed MLO.
• Assist in preparing loan files for underwriting submission by assembling documentation, ensuring completeness, and performing data entry into loan origination systems, without providing recommendations or credit decisions.
• Communicate with borrowers and third parties (such as title companies, appraisers, and insurance providers) to obtain missing documents or status updates, following instructions from a licensed MLO.
• Maintain borrower records and update CRM/loan origination systems (e.g., Encompass, Surefire) with accurate data to support licensed MLO workflow.
• Coordinate 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 current, escalating discrepancies to licensed MLOs for review.
• Request additional items needed to satisfy underwriting conditions as directed by the MLO, without interpreting or determining sufficiency 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 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 direction of licensed MLOs.
• Assist in handling inbound inquiries by routing borrower questions regarding loan programs, terms, or eligibility directly to licensed MLOs.
• Follow up on outstanding borrower documentation requests by phone, email, or secure portal, without providing advice or eligibility determinations.
• Generate, organize, and track sales/marketing leads in company CRM systems, ensuring leads are routed to licensed MLOs for follow-up.
• Provide general administrative support, including document scanning, file management, supply ordering, and correspondence distribution.
• Perform other administrative duties as assigned, provided they remain clerical or supportive in nature and do not involve offering or negotiating loan terms.

Benefits

• Qualifying employees are eligible to participate in our Total Rewards program.
• Compensation may also include incentives such as per-file bonuses and discretionary bonuses as applicable to the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees