Loan Partner

USA Mortgage • Annapolis, VA

8d • Onsite

About The Position

The Loan Partner supports the Mortgage Loan Originator (MLO) with the administration and processing of mortgage loans, ensuring accurate, timely, and efficient loan processing throughout all stages of the loan transaction.

Requirements

• Administrative assistance, clerical, and customer service knowledge and experience.
• Mortgage banking industry, familiar with Conventional, FHA, and VA mortgage products.
• Clear understanding of the current RESPA laws and guidelines.
• Teamwork and productivity skills.
• Excellent problem solving and customer service skills.
• P/C computer skills with solid understanding of MS Office.
• Ability to use the Encompass loan origination system.
• Attention to detail in a fast-paced environment with excellent customer service skills is a must.
• Administrative best practices and procedures.
• High school diploma or equivalent required.
• Two years' experience and/or training.
• Knowledge of Encompass Database software and or equivalent along with basic computer skills.
• MLO Originator License approved via NMLS.

Nice To Haves

• 2-4 year college curriculum preferred.

Responsibilities

• Assist the MLO with all originations and loan processing functions, providing administrative and operational support to both the MLO and borrowers. Duties include copying and organizing borrower documentation, filing, and completing other administrative tasks as instructed or as needed throughout the loan process.
• Conduct preliminary research to support mortgage eligibility determinations. Assist with pre-qualification and pre-approval activities as directed by the MLO, including pulling credit reports, running AUS, and gathering required borrower information.
• Coordinate and schedule signing appointments. Provide timely and professional customer service by communicating with borrowers and all relevant parties to ensure appointments are scheduled accurately and efficiently.
• Prepare loan files for submission to loan processing. Perform data entry functions, including setting up new customer files and inputting application data. Request and follow up on additional borrower documentation as needed to maintain complete and accurate files.
• Update and maintain the marketing and loan database for new loans. Support the MLO’s marketing efforts by updating records and sending thank-you notes to customers and realtors.
• Perform miscellaneous clerical and ad hoc duties as required to support the team.
• May originate, as applicable.

What This Job Offers

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