Mortgage Loan Partner
3 Keys Lending, Riverton, UT, United States
Loan Partner Position
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 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.
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 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.