Loan Partner

CrossCountry Mortgage • Bloomington, MN

1d

About The Position

The Loan Partner I (Loan Officer Assistant) is responsible for managing the loan officers’ schedules and assists the Loan Partner II (Loan Processor). The Loan Partner I (Loan Officer Assistant) also manages the branch lead tracker, branch database, and maintains business rapport. This position operates within the Eastern and Central working hours to support the Midwest Region.

Requirements

• High School Diploma or equivalent.
• Minimum 3 years’ residential mortgage processing experience.
• Encompass experience, required.
• Excellent math and analytical skills.
• Excellent communication skills.
• Excellent prioritization and time management skills.
• Proficient in DU, LP, Microsoft Outlook & Windows.

Nice To Haves

• Experience with RESPA and general knowledge of all mortgage and consumer lending regulations, and loan documents preferred.

Responsibilities

• Schedule all loan officer appointments, including new leads and additional appointments for the Branch Manager.
• Take all incoming calls.
• Assist Loan Partner II (Loan Processor) with clerical tasks, such as copying and faxing documents.
• Schedule regular weekly face-to-face meetings based on branch metrics and operations.
• Meet branch objectives specific to pre-qualifications and pre-approvals.
• Attend branch events to assist Loan Officer in building clientele.
• Complete and maintain branch-assigned checklists, files, analysis within allotted branch deadlines.
• Available to work varying hours and overtime if needed.

Benefits

• medical
• dental
• vision
• 401K
• company-provided short-term disability
• employee assistance program
• wellness program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED