Loan Partner

Fairway Home Mortgage • Franklin, TN

6d • Onsite

About The Position

Loan Partner (Full-Time, 6550 Carothers Parkway, Franklin, TN) Are you a highly organized, detail-oriented professional with a passion for the mortgage industry? Join our dynamic team as a Loan Partner and become the crucial link between our Loan Officers, customers, and a smooth closing process. This role provides essential support to one or more top-producing Loan Officers, ensuring all loan files are complete, compliant, and progress efficiently from application to closing. You will also play a key role in supporting the Loan Officer's strategic marketing and relationship-building efforts.

Requirements

• Minimum of 1 year of recent experience in the mortgage industry or a closely related financial/sales environment.
• Prior mortgage lending or related sales experience is strongly preferred.
• Expert knowledge of conventional, government (FHA/VA), and Jumbo loan requirements.
• Solid understanding of state and federal real estate lending regulations.
• Proven ability to effectively analyze and interpret financial data.
• Demonstrated proficiency using the Encompass Loan Origination System (LOS).
• Exceptional organizational skills and a meticulous attention to detail.

Responsibilities

• File Management & Pre-Processing: Act as the primary assistant to the Loan Officer in gathering, organizing, and preparing preliminary loan documentation from customers for handoff to processing.
• Customer Prequalification: Utilize the information gathered by the Mortgage Loan Originator to run applications through various industry Automated Underwriting Systems (AUS) to determine customer eligibility and pre-qualification status.
• Customer Communication: Serve as a reliable point of contact for customers, real estate agents, and title companies, providing timely updates on loan progress and answering general questions regarding policy and procedures (excluding all licensable activity).
• Operational Coordination: Coordinate necessary services, including working with appraisers to secure official appraisals and scheduling timely loan closings.
• Marketing & Database Support: Maintain and manage the Loan Officer’s customer database (CRM) and actively assist with marketing campaigns across mail, email, and internet platforms.
• Administrative Support: Execute all necessary administrative tasks, including correspondence, scheduling, and general office support, to ensure the Loan Officer can focus on sales production.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees