Mortgage Loan Partner / Loan Officer Assistant (Elite, High-Performing Team)
About The Position
Waterstone Mortgage is hiring a sharp, highly accountable Mortgage Loan Partner / Loan Officer Assistant to support an elite, high-producing mortgage team in Eagle, ID . This role is for someone who takes pride in doing things well, communicates proactively, and owns responsibilities fully — whether you are currently working in mortgage operations and ready to level up, or you’re new to the industry and have a proven track record of taking on a pivotal role with a new company in a new industry quickly. You’ll succeed in this role if you are proactive, innovative, and persistent. This is not a “just tell me what to do” environment. It is a place to grow quickly if you’re coachable, driven, and committed to excellence. If you’re energized by high standards, clear expectations, and becoming exceptional at your craft, keep reading. About the Team Gwen Swain has been ranked among the top 1% of Mortgage Lenders Nationally for the past 7 years, and is seeking to fill one of her most valuable positions on her team. Gwen has been ranked in the top 10 of all mortgage lenders Nationally at Waterstone Mortgage for the past 5 years, and her team does so by moving fast, solving problems early, and takes pride in delivering a calm, five-star experience for clients and referral partners. We are intentional about who we hire — we care far more about how you think, how you learn, and how you show up than your resume or past titles. The Role As a Mortgage Loan Partner / Loan Officer Assistant , you will own the day-to-day execution of the loan process for a high-volume pipeline. Your mission is to manage loans from application through closing while delivering a clear, enjoyable, and organized client experience. You’ll work closely with a dedicated processor and serve as a trusted point of contact for clients, Realtors, and industry partners.
Requirements
- Customer service, sales, or client-facing experience (comfort handling conversations and questions is required)
- College degree or at least 1 year of office administration or professional office experience where you have learned a new software (CRM, POS, LOS etc)
- Strong typing skills, attention to deadlines, and ability to manage multiple priorities
Nice To Haves
- Candidates currently working as a Loan Partner, Loan Officer Assistant, or in mortgage operations who are seeking advancement
- Candidates new to mortgage lending who have proven experience learning a new industry, systems, terminology, or domain quickly and becoming a trusted contributor
- Mortgage experience is helpful — but not required . Aptitude, accountability, grit, and coachability matter more.
Responsibilities
- Manage accounts with the help of our CRM tool to ensure that files keep moving through the pipeline
- Take accurate and complete mortgage loan applications in Encompass (training provided if needed)
- Learn and apply income calculation concepts for hourly, salaried, variable, and self-employed borrowers
- Become proficient in mortgage guidelines and regulations, applying them to the applicant’s specific needs and goals
- Own loan files from application through closing, ensuring timelines and documentation stay on track
- Confidently communicate with clients, Realtors, processors, and title partners - handle questions, concerns, and objections with professionalism and friendliness
- Anticipate issues and address them early — before they become problems
- Maintain organized, detailed files and follow established processes consistently
Benefits
- Medical benefits
- 401(k)
- paid holidays
- accrued PTO
- Direct mentorship within a top-performing mortgage operation
- Long-term growth opportunity in a meaningful industry
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
