Loan Partner II

AMERICAN NEIGHBORHOOD MORTGAGE ACCEPTANCE COMPANY•Providence, RI

11d•$15 - $29•Onsite

About The Position

AnnieMac Home Mortgage is looking to hire a Full Time Loan Partner II to be responsible for assisting one specific Mortgage Loan Originator or Branch Manager in delivering outstanding customer service to borrowers and realtor partners. Candidates should have experience directly or indirectly related to the Mortgage Industry. Under the direct supervision of the Branch Manager, the accountabilities and job activities of the Loan Partner II position include, but are not limited, to the following: Deliver WOW service Contract to Close Send disclosures to borrowers with updated Needs List and get docs returned within 48 hours. Once final paperwork is received, do a QC Review which includes the following: Be sure docs received matches checklist. Organize assets/income. Mortgage Banker Checklist/Quality Assurance Checklist. File turned into processing within 24 hours of receipt. New contracts introduction to realtors via email. Email L.O. to do a warm/fuzzy call to both agents. Tuesday Realtor Status Updates. Ensure Documents to Closing within 48 hours. Productive Weekly Status Calls. Pipeline meeting weekly with processors. Pre Close Checklist with Client 48 hours before closing. Attend closing if LO cannot (15 minutes max). Call and get all conditions. Working with Clients Research Client Scenarios with Underwriting and Inv. Guidelines. Assist LO with callbacks of borrowers to set up face to face appointments only. LP2s are not permitted to discuss loan terms.

Requirements

At least one year experience in the mortgage industry.
High school Diploma or equivalent.
Communication skills.
Proficient in Microsoft Office.
Detail oriented and organized.
This position is prohibited from discussing and/or negotiating loan terms with borrowers.

Responsibilities

Send disclosures to borrowers with updated Needs List and get docs returned within 48 hours.
Do a QC Review of final paperwork received, ensuring docs match the checklist, organizing assets/income, and adhering to the Mortgage Banker Checklist/Quality Assurance Checklist.
Turn in files to processing within 24 hours of receipt.
Introduce new contracts to realtors via email.
Email the Loan Originator (LO) to conduct a warm/fuzzy call to both agents.
Provide Tuesday Realtor Status Updates.
Ensure Documents to Closing within 48 hours.
Conduct Productive Weekly Status Calls.
Participate in pipeline meetings weekly with processors.
Complete a Pre Close Checklist with the Client 48 hours before closing.
Attend closing if the LO cannot (maximum 15 minutes).
Call and get all conditions.
Research Client Scenarios with Underwriting and Inv. Guidelines.
Assist LO with callbacks of borrowers to set up face to face appointments only.