The Loan Partner supports the Loan Originator in guiding prospective clients through the loan approval process, from application to closing. This role also involves building relationships with third-party partners like real estate agents and title companies.
Key Responsibilities:
- Serve as a liaison between clients and the Loan Originator.
- Assist clients through the loan application process, ensuring all fields are completed accurately.
- Collect and verify required documentation.
- Provide loan disclosures in compliance with federal, state, and investor guidelines.
- Engage with clients professionally throughout the loan process.
- Build and maintain relationships with third-party partners.
- Stay informed about loan products and real estate market trends.
- Support team communication and assist in training staff.
Qualifications:
- Minimum 2 years of recent mortgage sales experience.
- Registered mortgage loan originator with NMLS.
- Proficient in Encompass and Microsoft Outlook.
- Strong communication, organization, and multitasking skills.
- Familiarity with FHA, VA, USDA, FNMA, and FHLMC loan products and underwriting guidelines
Remote:
- Alabama
- Arkansas
- Colorado
- DC
- Florida
- Georgia
- Indiana
- Kentucky
- Louisiana
- Maryland
- Michigan
- Mississippi
- New Jersey
- North Carolina
- Ohio
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Virginia
- West Virginia




