The Loan Partner supports the Mortgage Loan Originator (MLO) with the administration and processing of mortgage loans,  ensuring accurate, timely, and efficient loan processing throughout all stages of the loan transaction. 

· Assist the MLO with all originations and loan processing   functions, providing administrative and operational support to both the MLO   and borrowers. Duties include copying and organizing borrower documentation,   filing, and completing other administrative tasks as instructed or as needed   throughout the loan process. 

· Conduct preliminary research to support mortgage   eligibility determinations. Assist with pre-qualification and pre-approval   activities as directed by the MLO, including pulling credit reports, running   AUS, and gathering required borrower information. 

· Coordinate and schedule signing appointments. Provide   timely and professional customer service by communicating with borrowers and   all relevant parties to ensure appointments are scheduled accurately and   efficiently. 

· Prepare loan files for submission to loan processing.   Perform data entry functions, including setting up new customer files and   inputting application data. Request and follow up on additional borrower   documentation as needed to maintain complete and accurate files. 

· Update and maintain the marketing and loan database for   new loans. Support the MLO’s marketing efforts by updating records and   sending thank-you notes to customers and realtors. 

· Perform miscellaneous clerical and ad hoc duties as required to support the team. 

· May originate, as applicable.

 
JOB REQUIREMENTS

Broad Knowledge & Experience: 

Administrative   assistance, clerical, and customer service knowledge and experience. Mortgage banking industry, familiar with   Conventional, FHA, and VA 

mortgage   products. Clear understanding of the   current 

RESPA   laws and guidelines.

Above Average Skills: 

Teamwork   and productivity skills. Must possess   excellent 

problem   solving and customer service skills..

Demonstrated Ability: 

P/C   computer skills with solid understanding of MS Office 

and   the ability to use the Encompass loan origination system.

General Knowledge:

Attention to detail in a fast-paced environment with 

excellent customer service skills is a must.

Administrative best practices and procedures.

EDUCATION & EXPERIENCE

Degree or Equivalent: 

High school diploma or equivalent required. 2-4 year college curriculum preferred.

Years’ Experience: 

Two years' experience and/or training.

Specialized Training: 

Knowledge of Encompass Database software and or equivalent along with basic computer skills.

Active Affiliations, Certifications: 

MLO Originator License approved via NMLS.

WORK ENVIRONMENT

Physical Demands: 

Office environment. Daily computer use and close vision. Regular attendance is required.

Work Conditions:

Fast-paced, high volume activities.

Temperament:

In order to succeed in this position, attention to detail in a fast-paced environment with excellent sales and customer service skills is a must.