Loan Partner/Loan Officer Assistant
Loan Partner/Loan Officer Assistant
Success Mortgage Partners
Jacksonville, FL
See who Success Mortgage Partners has hired for this role
Are you looking to work alongside leaders in the mortgage industry that 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. Candidates 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
- 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
- Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
- Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
- Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
- Screen and make calls, book appointments and provide administrative support as needed
Qualifications
- High school diploma or equivalent required. College degree in finance or banking preferred
- 2-5 years of professional office environment required, preferably as a loan officer assistant or mortgage assistant
- Possess an advanced understanding of different loan products, such as conventional loans, FHA, VA, USDA, adjustable/ fixed, residential loans, etc.
- Highly motivated and goal-oriented with excellent customer service and communication skills
- Computer proficiency required including MS Office & Encompass
- NMLS license or training is not required, but is desired
Compensation: $20.00 per hour
Benefits: Vision, Dental, Medical, PTO
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Seniority level
Associate -
Employment type
Full-time -
Job function
Finance, Customer Service, and Sales -
Industries
Insurance, Financial Services, and Real Estate
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