Loan Partner

2 months ago

Lake Mary, United States Strata Group Full time
Job DescriptionJob DescriptionAre you looking to work alongside leaders in the mortgage industry that will help you grow your career? We’re looking for a full-time loan partner that will help our applicants get mortgage ready and support them throughout the loan process. Jobseekers should be organized, detail-oriented professionals driven to succeed in their role. If you’re interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply todayCompensation:

$70,000+

Responsibilities:
  • Screen and make calls, book appointments and provide administrative support as needed
  • Serve as the primary contact and liaison between clients, branch manager, and assigned mortgage loan originator and conduct meetings to coordinate any follow-up items
  • Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service
  • Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
  • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
Qualifications:
  • Preferably 5+ years of experience in a professional office or mortgage environment as a mortgage loan officer assistant or similar position
  • Strong understanding of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
  • College degree in finance or banking preferred. High school diploma or equivalent required
  • Highly motivated and goal-oriented with excellent customer service and communication skills
  • NMLS license or training is not required, but is desired
About Company

The Strata Group is a forward-thinking real estate team motivated by results and inspired by its people. We prioritize our agents as well as our homeowners. We know our people make the magic, and our customers deserve the very best. By doing everything we can to make what's good for us, good for our agents and their customers, we've built a business that operates like a family. The result? Motivated agents and delighted homeowners. Consistent growth has contributed to our reputation as an innovative, responsive, and fully engaged team. We prioritize our agents by investing in their future, providing them with the tools they need to feel equipped to lead. Strata is dedicated to creating value that raises the industry standard. Our collaborative spirit & relentless pursuit of growth will allow us to achieve our goals. We are committed to enriching the lives of those we serve. We will succeed because we refuse to let our clients fail.

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