Mortgage Loan Partner

Are you looking to work alongside leaders in the mortgage industry who will help you grow your career? We’re looking for a full-time loan partner that will provide administrative and client-facing support for our divorce mortgage lending practice. This role is ideal for someone who thrives in a structured yet fast-paced environment, enjoys helping clients during stressful life transitions, and is comfortable working independently from home. You will play a key role in intake, communication, document management, and report preparation—ensuring a smooth, supportive experience for clients and professional partners. Job seekers 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 today! THIS IS A REMOTE POSITION, BUT APPLICANTS MUST RESIDE IN MONTANA. Responsibilities: • Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed • Provide administrative support such as screening and making calls, booking appointments, etc. • Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/ loan officer • Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork • Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service • Assist in preparing CDLP reports, summaries, and case-specific mortgage scenarios • Draft emails, templates, and follow-up communications • Monitor deadlines and follow up with clients, attorneys, and financial professionals • Support day-to-day operations for the CDLP practice Qualifications: • Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred • NMLS license or training is not required, but is desired • Strong understanding of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc. • Excellent customer service and communication skills and willing to go above and beyond for customers and team • 5+ years of professional office environment experience as a loan officer assistant or mortgage assistant preferred • Must reside in Montana. • Prior legal experience preferred. Compensation: $41,600 - $48,500 yearly

• Assist in preparing CDLP reports, summaries, and case-specific mortgage scenarios • Draft emails, templates, and follow-up communications • Monitor deadlines and follow up with clients, attorneys, and financial professionals • Support day-to-day operations for the CDLP practice • Participate in weekly check-ins and ongoing training

Compensation: $41,600-$48,500 per year