Business Services & Consulting • all cities, AL 2
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.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: • Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork • Assist with administrative duties such as making and screening calls, booking appointments, etc. • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator • Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss outstanding items • Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction Prequalify: • Contact all new borrowers within 24 hours of receiving the application. • Review the 1003 in detail and request supporting documentation to evaluate cash, credit, and capacity. • Conduct a complete income analysis and explore all viable options before declining a borrower. • Keep Realtor partners informed of borrower progress. • Stay current on program guidelines, investor updates, and product changes. • Deliver prequalification decisions within a 4-hour turnaround window.
Pre-Approve: • Accurately pre-approve eligible borrowers and clearly communicate approval parameters. • Handle payment scenario requests and provide strategic guidance. • Prepare pre-approval documentation promptly and notify referring agents. • Proactively follow up with pre-approved borrowers to maintain engagement. • Identify potential risks or red flags early for team review. • Dedicate consistent weekly time to partner outreach and borrower follow-up.
Pipeline Management: • Onboard new contracts for Rate Lock Consultation and prepare files for processing. • Submit complete loan applications for eDisclosures and monitor all milestones. • Maintain structured communication. • Maintain an on-time closing rate of 95% or higher. • Identify bottlenecks early and drive resolution. • Participate in pipeline meetings. • Review Closing Disclosures for accuracy and ensure all parties are prepared for closing. • Provide post-closing support to enhance client satisfaction. • Be available for urgent questions outside business hours when necessary to keep transactions on track.
Qualifications: • High school diploma or equivalent required.
College degree in finance or banking preferred • Excellent customer service and communication skills and willing to go above and beyond for customers and team • MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred • Having an NMLS license is not required, but is preferred • Strong understanding of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc. • Fully fluent in Spanish and English, spoken and written. • Minimum of 2 years mortgage experience. • Proven experience in origination, processing, or underwriting. • Strong understanding of guidelines, income analysis, credit, and collateral. • Ability to manage a fast-paced pipeline of 25 or more active loans. • Calm operator who performs well under pressure and maintains accuracy. • Upbeat and solutions-driven personality. • Excellent communication and customer service skills. • Proficient in MS Office, CRM platforms, MLS, DU, and mortgage-related software.
Compensation: $50,000 + Bonus
• Prequalify: • Contact all new borrowers within 24 hours of receiving the application. • Review the 1003 in detail and request supporting documentation to evaluate cash, credit, and capacity. • Conduct a complete income analysis and explore all viable options before declining a borrower. • Keep Realtor partners informed of borrower progress. • Stay current on program guidelines, investor updates, and product changes. • Deliver prequalification decisions within a 4-hour turnaround window.Pre-Approve: • Accurately pre-approve eligible borrowers and clearly communicate approval parameters. • Handle payment scenario requests and provide strategic guidance. • Prepare pre-approval documentation promptly and notify referring agents. • Proactively follow up with pre-approved borrowers to maintain engagement. • Identify potential risks or red flags early for team review. • Dedicate consistent weekly time to partner outreach and borrower follow-up.Pipeline Management: • Onboard new contracts for Rate Lock Consultation and prepare files for processing. • Submit complete loan applications for eDisclosures and monitor all milestones. • Maintain structured communication. • Maintain an on-time closing rate of 95% or higher. • Identify bottlenecks early and drive resolution. • Participate in pipeline meetings. • Review Closing Disclosures for accuracy and ensure all parties are prepared for closing. • Provide post-closing support to enhance client satisfaction. • Be available for urgent questions outside business hours when necessary to keep transactions on track.
Compensation:
$50,000 per year
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.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: • Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork • Assist with administrative duties such as making and screening calls, booking appointments, etc. • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator • Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss outstanding items • Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction Prequalify: • Contact all new borrowers within 24 hours of receiving the application. • Review the 1003 in detail and request supporting documentation to evaluate cash, credit, and capacity. • Conduct a complete income analysis and explore all viable options before declining a borrower. • Keep Realtor partners informed of borrower progress. • Stay current on program guidelines, investor updates, and product changes. • Deliver prequalification decisions within a 4-hour turnaround window.
Pre-Approve: • Accurately pre-approve eligible borrowers and clearly communicate approval parameters. • Handle payment scenario requests and provide strategic guidance. • Prepare pre-approval documentation promptly and notify referring agents. • Proactively follow up with pre-approved borrowers to maintain engagement. • Identify potential risks or red flags early for team review. • Dedicate consistent weekly time to partner outreach and borrower follow-up.
Pipeline Management: • Onboard new contracts for Rate Lock Consultation and prepare files for processing. • Submit complete loan applications for eDisclosures and monitor all milestones. • Maintain structured communication. • Maintain an on-time closing rate of 95% or higher. • Identify bottlenecks early and drive resolution. • Participate in pipeline meetings. • Review Closing Disclosures for accuracy and ensure all parties are prepared for closing. • Provide post-closing support to enhance client satisfaction. • Be available for urgent questions outside business hours when necessary to keep transactions on track.
Qualifications: • High school diploma or equivalent required.
College degree in finance or banking preferred • Excellent customer service and communication skills and willing to go above and beyond for customers and team • MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred • Having an NMLS license is not required, but is preferred • Strong understanding of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc. • Fully fluent in Spanish and English, spoken and written. • Minimum of 2 years mortgage experience. • Proven experience in origination, processing, or underwriting. • Strong understanding of guidelines, income analysis, credit, and collateral. • Ability to manage a fast-paced pipeline of 25 or more active loans. • Calm operator who performs well under pressure and maintains accuracy. • Upbeat and solutions-driven personality. • Excellent communication and customer service skills. • Proficient in MS Office, CRM platforms, MLS, DU, and mortgage-related software.
Compensation: $50,000 + Bonus
• Prequalify: • Contact all new borrowers within 24 hours of receiving the application. • Review the 1003 in detail and request supporting documentation to evaluate cash, credit, and capacity. • Conduct a complete income analysis and explore all viable options before declining a borrower. • Keep Realtor partners informed of borrower progress. • Stay current on program guidelines, investor updates, and product changes. • Deliver prequalification decisions within a 4-hour turnaround window.Pre-Approve: • Accurately pre-approve eligible borrowers and clearly communicate approval parameters. • Handle payment scenario requests and provide strategic guidance. • Prepare pre-approval documentation promptly and notify referring agents. • Proactively follow up with pre-approved borrowers to maintain engagement. • Identify potential risks or red flags early for team review. • Dedicate consistent weekly time to partner outreach and borrower follow-up.Pipeline Management: • Onboard new contracts for Rate Lock Consultation and prepare files for processing. • Submit complete loan applications for eDisclosures and monitor all milestones. • Maintain structured communication. • Maintain an on-time closing rate of 95% or higher. • Identify bottlenecks early and drive resolution. • Participate in pipeline meetings. • Review Closing Disclosures for accuracy and ensure all parties are prepared for closing. • Provide post-closing support to enhance client satisfaction. • Be available for urgent questions outside business hours when necessary to keep transactions on track.
Compensation:
$50,000 per year
