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Loan Partner - Bilingual

WizeHire, Inc, Bluffdale

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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 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 today!

Responsibilities

3 Core Duties Key Measurements

Prequalify

  • Contact all borrower(s) within 24 hours after the Initial Loan Consultation.
  • Request and review cash, credit, and capacity (income) qualifications for all borrowers

Pre-Approve

  • Accurately pre-approve all eligible borrowers
  • Proactively contact pre-approved buyers
  • Communicate effectively with Realtor partners
  • Onboard all newly received contracts for Rate Lock Consultation
  • Submit loan applications to Loan Processing for eDisclosures
  • Ensure 95%+ loans close on time with daily check-ins to address choke points
  • Resolve 95%+ of loan issues before escalating to the Loan Officer
  • Check all loan package documents for complete accuracy and submit any discrepancies to the loan officer/ loan originator
  • 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
  • Screen and make calls, book appointments and provide administrative support as needed
  • Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
  • Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction

Qualifications

  • Advanced comprehension of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.

Compensation

$60,000 - $80,000 yearly plus potential per year

About 3 Keys Lending

3 Keys Lending is a new and fast-growing mortgage company based in Utah.

We are committed to delivering the best rates, products, and experience to our customers.

We love clients and love helping them make the best-informed decisions for such an important aspect of their lives.

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