Loan Partner

HMA Mortgage; Vendas; Presencial; BRL 200.000 - 250.000; Tempo integral

Resumo da oferta

A Mortgage Banking Firm in São Paulo is seeking a Loan Partner/Loan Officer Assistant to provide key support to Loan Officers. The ideal candidate will assist with loan applications, communicate with clients, and ensure a smooth application process. Candidates must have at least two years of mortgage experience, excellent organizational skills, and experience with Encompass LOS. This role promises a dynamic work environment with a focus on efficiency and customer service.

Serviços

Company Benefits through United Healthcare

Competitive PTO package

Opportunity to work with a growing organization

Qualificações

• Minimum of two years’ Mortgage experience required.
• Self-starter who works well in a team.
• Ability to work under strict deadlines.

Responsabilidades

• Assist Loan Officers in preparing loan applications.
• Gather financial documentation from clients.
• Review and verify accuracy of loan documents.
• Prepare loan files for underwriting submission.
• Provide excellent customer service throughout the process.

Conhecimentos

Excellent communication skills

Attention to detail

Ability to multitask

Team player

Customer service skills

Ferramentas

Encompass LOS

Descrição da oferta de emprego

We are seeking a dedicated and organized individual to join our team as a Loan Partner/Loan Officer Assistant. In this role, you will provide crucial support to our Loan Officers by assisting in various tasks throughout the loan process. This includes communicating with clients and referral partners, gathering necessary documentation, preparing loan files, and ensuring a smooth and efficient process from application to closing.

Who is HMA?

Established in 2005, HMA Mortgage is an Independent Mortgage Bank based out of Pittsburgh, PA, with 150+ employees. Licensed in over 24 States, we are a Nationwide Company that originates 100% referral business in the markets we serve. We are Direct to Agency, with multiple investors and products to best serve our markets. We are a company that values culture and our Core Values, both of which work together in collaboration to create the best experience for our clients and partners.

• Company Benefits through United Healthcare
• Competitive PTO package
• Opportunity to work with a growing organization in an amazing culture.

Job Description

Your role will be to assist Loan Officers with incoming applications, structuring loans, requesting documents, qualifying loans, and delivering timely and accurate communication to all parties. The ideal candidate will have excellent communication skills, attention to detail, and the ability to thrive in a fast-paced Environment.

Job Duties

• Assist Loan Officers in the preparation and completion of loan applications.
• Communicate with clients to gather necessary financial documentation and information.
• Review and verify the accuracy of application information and loan documents.
• Qualify loans through AUS
• Prepare loan files for submission to underwriting.
• Coordinate with various parties involved in the loan process – including clients, real estate agents, appraisers, and title companies.
• Provide excellent customer service to clients, addressing any questions or concerns throughout the loan process.
• Maintain thorough and accurate records of all loan transactions and client interactions.
• Assist in resolving any issues or discrepancies that may arise during the loan process.
• Stay informed about current industry regulations and best practices.
• Collaborate with team members to ensure a high level of efficiency and productivity.

Qualifications

• A minimum of two (2) years’ Mortgage experience is required.
• Excellent organization skills and attention to detail
• Self-started who is also a Team player
• Ability to work with strict deadlines.
• Ability to multitask and prioritize tasks effectively in a fast-paced environment.
• Encompass LOS experience is a must.
• Proficient with Conventional, FHA, VA, USDA, State Bond programs, and Renovation loan programs.