Loan Partner

Bighornlaw; Fully; Hybrid; USD 50’000 - 70’000; Vollzeit

Zusammenfassung

Join a dynamic financial services team as a Loan Officer, where your expertise in financial sales and credit analysis will shine! In this role, you will guide clients through the loan application process, ensuring their needs are met with exceptional service. Your strong communication skills will be key in nurturing relationships with clients and referral partners, while your knowledge of mortgage products will help secure the best options for borrowers. This is an exciting opportunity to make a significant impact in a supportive environment, where your contributions will drive success and client satisfaction.

Qualifikationen

• Minimum 3 years as Loan Officer or Loan Partner, with 5+ years preferred.
• Current NMLS # and knowledge of mortgage loan products required.

Aufgaben

• Guide clients through the loan application process and assess their financial needs.
• Review loan package documentation for discrepancies and report to loan originator.

Kenntnisse

Financial Sales

Credit Analysis

Customer Service

Communication Skills

Time Management

Tools

Financial Software

Jobbeschreibung

We are seeking a motivated and detail-oriented, preferably Russian and English-speaking Loan Officer to join our financial services team. The ideal candidate will have a strong background in financial sales and credit analysis, with a commitment to providing exceptional service to clients.

As a Loan Officer, you will be responsible for guiding clients through the loan application process, assessing their financial needs, and recommending suitable loan products. A thorough understanding of Fair Housing regulations and experience with financial software is essential for success in this role.

Responsibilities

• Respond to all in-house and customer inquiries regarding transactions and provide quotes when needed to offer exceptional customer service with outstanding communication skills.
• Facilitate the completion of loan applications, coordinate the collection of documentation, including credit reports, run DU/LP/AUS, send a closing cost worksheet to borrowers, and prepare the file for processing.
• Serve as the primary contact during the “contact to contract” phase of the loan process and liaison between clients, referral partners, and the loan officer, conducting meetings to coordinate any follow-up items.
• Review all loan package documentation for discrepancies, omissions, and income calculation, then report any discrepancies to the loan originator.
• Create and nurture relationships with both referral partners and borrowers to draw in new business and retain our existing clients.
• Follow up and respond to customer and in-house inquiries on transactions and provide quotes as needed to offer superior customer service.

Qualifications

• A minimum of 3 years of previous experience fulfilling the roles of an LOA/Loan Partner, Loan Officer; 5+ years preferred.
• Minimum 2 years of outbound call center experience with a track record of successfully securing the contract for new loans.
• Experience as well as being comfortable with calling potential and past clients to sell rates.
• Current NMLS # with the ability to include PA, NJ, DE, FL.
• Must have current working knowledge of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage procedures, processes, and documentation.
• Excellent time management, interpersonal, communication, and follow-up skills.
• The ability to analyze credit reports, income, and asset documents, as well as an understanding of general ways to structure a loan.

Compensation

$50,000 - $70,000 yearly

About The Lending Group CO

The Lending Group Co is a retail mortgage lender that provides a complete range of premium mortgage products and services to meet the needs of its clients. We originate first and second residential mortgage loans for Conventional, FHA, VA, Jumbo, and Reverse borrowers nationwide.