Mortgage Loan Partner
3 Keys Lending, Bluffdale, UT, United States
Description
We're hiring a loan partner who will work directly alongside our loan origination staff to help our applicants through the mortgage loan process. You'll get applicants mortgage-ready, prepare paperwork, and respond to customer inquiries on transactions as needed. If you're a detail-oriented employee with strong communication and time management skills, we highly encourage you to apply.
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 • Handle payment scenario requests • Proactively contact pre-approved buyers • Communicate effectively with Realtor partners
Pipeline: • Onboard all newly received contracts for Rate Lock Consultation • Submit loan applications to Loan Processing for eDisclosures • Execute outstanding borrower Tuesday Updates, Pre-Closing Funding Calls • 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 • Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss outstanding items • Screen and make calls, book appointments and provide administrative support as needed • Check all loan package documents for complete accuracy and submit any discrepancies to the loan officer/ loan originator • Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork • Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
Qualifications
• 5+ years of professional office environment experience as a loan officer assistant or mortgage assistant preferred • Advanced comprehension of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc. • Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred • Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients • College degree in finance or banking preferred. High school diploma or equivalent required
We're hiring a loan partner who will work directly alongside our loan origination staff to help our applicants through the mortgage loan process. You'll get applicants mortgage-ready, prepare paperwork, and respond to customer inquiries on transactions as needed. If you're a detail-oriented employee with strong communication and time management skills, we highly encourage you to apply.
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 • Handle payment scenario requests • Proactively contact pre-approved buyers • Communicate effectively with Realtor partners
Pipeline: • Onboard all newly received contracts for Rate Lock Consultation • Submit loan applications to Loan Processing for eDisclosures • Execute outstanding borrower Tuesday Updates, Pre-Closing Funding Calls • 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 • Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss outstanding items • Screen and make calls, book appointments and provide administrative support as needed • Check all loan package documents for complete accuracy and submit any discrepancies to the loan officer/ loan originator • Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork • Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
Qualifications
• 5+ years of professional office environment experience as a loan officer assistant or mortgage assistant preferred • Advanced comprehension of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc. • Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred • Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients • College degree in finance or banking preferred. High school diploma or equivalent required