Mortgage Loan Partner
About The Position
This candidate will need to be excited to be part of a world-class home loan experience. Use creativity to think of new strategies and ideas with marketing and beyond. Motivated to learn and use the ins and outs of the Home Loans Made Awesome system. Eager to improve the Home Loans Made Awesome system so that our service levels continue to improve. Be passionate about working hand – in – hand with our awesome business partners to help their business grow. Excels at teamwork and camaraderie so that all goals are met and any and all solutions are found. Takes ownership and follows through on processes. Shares the vison that our customers, business partners and team members are vital parts to everyone’s success. Emanates positivity about meeting our customer’s needs!
Requirements
- Basic math, ten key, problem solving and computer skills.
- High school diploma or equivalent
- NMLS Licensure
Nice To Haves
- Experience in mortgage lending is preferred, not required.
Responsibilities
- Pulls credit, sends out credit summary and works with credit solutions designed to help customers Improve their credit profile.
- Requests required documentation from customers via online portal, reviews and updates Loan Operating System.
- Reviews Loan Applications for new borrowers, sends out pre-approval letters and/or schedules scenario meetings.
- Sets up client mortgage presentation to include different potential scenarios specific to client's needs.
- Handles Pipeline systems including daily review of pipeline, anticipates needed items and/or underwriting concerns.
- Is the connection between our customer(s) and the Loan Officer and Operations team.
- Ensures loan files are “mortgage-ready” for processing via pulling documents from Point of Sale system and elsewhere.
- Sends out mortgage rates daily to Community Bank clients and provides rate quotes.
- Answers scenario questions for clients, after appropriate training.
- Orders verifications of employment, deposit, rent, as needed.
- Helps with a system in place to monitor referral source relationships.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
