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
Lisa M T.
Chris and Amy kept us informed throughout the process. They were slways available to take a call from us. We wven even got calls from them evenings and weekends. They made this process as easy as it could be.
5
Kal-El A. K.
Caroline was very helpful and easy to work with. Made sure we know everything we were getting into. 100% would recommend
5
Austin Michael N.
Very prompt responses from both Paul and Michele. Overall great experience and very happy with how it went!
5
Christy Raquel R.
Vicki was amazing to work with, she goes above and beyond for her clients She was incredibly knowledgeable and so very understanding of my needs Caitlyn was great as well and very responsive .
4.83
Dakoda Dawn W.
They responded very fast and everything was really clear.
5
Samuel E B.
I was a first time home-buyer, so the communication and the knowledge Greg shared about the process really helped to put my mind at ease. He never hesitated to call me throughout the process and answer all my questions, even
5
Mitchell C T.
They were very communicative and responsive throughout the whole process .
5
Sam H.
5-star service from start to finish, we are so extremely grateful for Vicki, Caitlin, and Amber. As first-time home buyers we really needed the open communication & level of experience Vicki and her team had to offer. They exceeded our
5
Anthony Michael B.
Deb and the team not only provide clear and open communicatio. They are both friendly and quick to respond to any questions makin g us feel more like a friend or family rather than a stranger. Very appreciated and feel
4.83
Wendy J. K.
Thank you