The Loan Partner supports the Loan Originator by assisting prospective clients through the loan approval and closing process. This role also involves helping to find new clients and fostering relationships with third-party business partners.
Key Responsibilities:
- Act as a liaison between clients and the Loan Originator.
- Guide clients through the loan application process, ensuring all documents are accurately completed in Encompass.
- Collect, verify, and review required documentation, securing necessary signatures.
- Provide loan disclosures in compliance with federal, state, and investor guidelines.
- Maintain professional interactions with clients throughout the loan process.
- Assist in building and maintaining relationships with third-party partners like real estate agents and title companies.
- Stay updated on loan products and real estate market trends.
- Communicate effectively with team members and assist in training staff.
- Perform additional duties as assigned.
Qualifications:
- Strong written and verbal communication skills.
- Proficient in Encompass and Microsoft Outlook.
- High school diploma required.
- Detail-oriented, organized, and capable of multitasking.
- Professional demeanor.
- Minimum of 2 years of recent mortgage sales experience.
- Knowledge of FHA, VA, USDA, FNMA, and FHLMC loan products.
- Familiarity with underwriting guidelines and AUS system.
Onsite, Remote, or Hybrid in Florida
What Our Customers Say
5
Caleb M. B.
Barry and the mortgage firm team were amazing to work with every step of the process. I will highly recommend them to anyone that will llisten.
5
Allen R D.
Barry was beyond helpful with anything and everything we may have needed help with.
5
Bryan Genaro G.
Sarah was and continues to be an excellent communicator and expedient worker when it came to getting my home. Thank you Sarah and your crew too!!!
5
Gabriel M.
Mike was super responsive and was willing to take a journey with me as we sought the best rate for my family! He even showed up to our closing to shake our hands, talk about undreasonable hospitality!
5
Louis C H.
Personal concern and very prompt responses to every question Made you feel like you were the only client
5
Kathryn M.
Very fast response and was always a great advisor to us to ensure we were getting the best possible rate
5
Vanessa W.
The way we were treated and care for throughout the house buying experienc. I'm a first time home buyer and appreciated all your care and concerns. Thank You
5
Charlene C.
Christine was so informative and helpful. She kept up with the progress, answered any questions and delivered as she said. She was also able to get everything done less than a month. Will definitely be using Christine services again.
5
Jayden Eduardo B.
Mr. James really looked out for my best interest. He made sure that I understood each process and answered all my questions with great timing. He really does work for his client and made everything easy and streamline. I will
5
Adam F.
Steve and his team are absolutely amazing . They have helped from start to finish. i could not be more grateful for their dilignece