Loan Partner

4 days ago


Atlanta, Georgia, United States Assertive Mortgage Full time
Job Summary

We are seeking a highly skilled Loan Partner to join our team at Assertive Mortgage. As a Loan Partner, you will play a critical role in helping our applicants navigate the mortgage loan process.

Key Responsibilities
  • Loan Origination Support
    • Act as the primary liaison between our mortgage loan officers and clients, scheduling meetings to discuss outstanding items.
    • Follow up and respond to customer and in-house inquiries on transactions as needed to provide exceptional customer service.
  • Loan Documentation
    • Gather and coordinate necessary loan documentation for verifications and underwriting, including loan files, loan packages, credit reports, and additional mortgage application paperwork.
    • Review all loan package documentation for discrepancies, omissions, and income calculation, reporting any discrepancies to the loan originator.
  • Administrative Support
    • Screen and make calls, book appointments, and provide administrative support as needed.
    • Make 20-30 calls per day to realtor partners and network partners, utilizing sales skills and being comfortable with calling.
Requirements
  • Team Player
    • Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients.
  • Loan Expertise
    • Possess an advanced understanding of different loan products, such as conventional loans, FHA, VA, adjustable/fixed, commercial loans, etc.
  • Education and Skills
    • Preferred degree in banking or finance, and a high school diploma or equivalent is required.
    • Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred.
    • Although not required, having an NMLS license or training is preferred.
About Assertive Mortgage

We are redefining the homeownership process by making it faster and simpler for borrowers in America. Our 100% digital mortgage platform delivers quick turnaround times, and our dedicated customer support has been a key factor in our consistent growth. We offer the lowest possible rates and provide outstanding customer service, treating borrowers with honesty and integrity to make the homeownership experience enjoyable.



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