Loan Partner

Alt Financial Network • Santa Ana, CA

403d • $200,000 - $250,000

About The Position

The Loan Partner at Alt Financial Network, Inc. is a critical role that supports loan officers by managing loan files from initiation to completion. This position combines sales and customer service skills to ensure a high level of client satisfaction and effective communication with all stakeholders involved in the loan process.

Requirements

• Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred.
• Possess an advanced understanding of different loan products, such as conventional loans, FHA, VA, adjustable/fixed, commercial loans, etc.
• At least 5+ years of professional office environment required, preferably as a loan officer assistant or mortgage assistant.
• College degree in finance or banking preferred. High school diploma or equivalent required.

Nice To Haves

• Having an NMLS license is not required, but is preferred.

Responsibilities

• Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork.
• Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator.
• Screen and make calls, book appointments and provide administrative support as needed.
• Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction.
• Serve as the primary contact and liaison between clients, branch manager, and assigned mortgage loan originator and conduct meetings to coordinate any follow-up items.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED