The Loan Partner position is a 10-12 month program that provides an opportunity to get into the mortgage business without prior experience. The role involves supporting a sales team to retain purchase customers, communicating with customers, collecting documents, and submitting files to the operations team.
Requirements
- Work independently in a fast-paced environment with a high volume of loan files
- Contact pre-qualified customers to obtain documents needed for pre-approval
- Analyze income and asset documentation to issue a pre-approval
- Provide consumers with a superior level of customer service
- Stay informed of developing trends in the mortgage industry
- Maintain compliance with all industry-specific federal and state licensed activity requirements and company's Code of Conduct
Benefits
- 15 Paid Time Off (PTO) days and 18 after 1st anniversary
- 9 Paid Holidays
- Casual Workplace
- Employee Engagement Activities
- Medical (including Health Savings Account & Flexible Savings Account)
- Dental - RX – Vision – Life, Disability Insurance – 401(k) Plan with company match!
- Employee Assistance Plan
- Performance-based Incentives
- Pet Insurance
- Advancement Opportunities