Loan Partner Specialist
7 hours ago
We're seeking a skilled Loan Partner to join our team at Assertive Mortgage. As a key member of our loan origination staff, you'll play a crucial role in helping our applicants navigate the mortgage loan process.
Your primary responsibilities will include:
- Acting as the primary liaison between our mortgage loan officers and clients, scheduling meetings to discuss outstanding items
- Responding to customer and in-house inquiries on transactions, providing exceptional customer service
- Gathering and coordinating necessary loan documentation, including loan files, loan packages, credit reports, and additional mortgage application paperwork
- Reviewing loan package documentation for discrepancies, omissions, and income calculation, reporting any issues to the loan originator
- Screening and making calls, booking appointments, and providing administrative support as needed
- Making 20-30 calls per day to realtor partners and network partners, utilizing sales skills and being comfortable with calling
Our ideal candidate will possess:
- Strong communication and customer service skills, with the ability to work effectively in a team-oriented environment
- An advanced understanding of different loan products, including conventional loans, FHA, VA, adjustable/fixed, commercial loans, etc.
- A preferred degree in banking or finance, with a high school diploma or equivalent required
- Proficiency in MS Office, with CRM, MLS, DU, and proprietary mortgage software preferred
- An NMLS license or training is a plus, but not required
At Assertive Mortgage, we're 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 competitive rates, outstanding customer service, and a commitment to treating borrowers with honesty and integrity, making the homeownership experience enjoyable.
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