Mortgage Loan Partner

WizeHire, Inc; York and North Yorkshire; On-site; GBP 54,000 - 65,000; Full time

Job summary

A mortgage assistance company in the United Kingdom seeks a full-time loan partner to support clients throughout the loan process. The ideal candidate will have knowledge of loan financing options, excellent customer service skills, and experience in a professional office environment. This position offers $85,000+ at plan earnings and opportunities for personal and professional growth.

Qualifications

• 5+ years of experience as a loan officer assistant or mortgage assistant preferred.
• NMLS license or training is preferred but not required.

Responsibilities

• Act as the primary contact between clients and the company.
• Coordinate documentation for verifications and underwriting.
• Review loan package documentation for discrepancies.
• Assist with administrative duties and answering client questions.

Skills

Loan financing options knowledge

Customer service skills

Communication skills

Organizational skills

Education

Degree in banking or finance

High school diploma or equivalent

Job description

Are you looking to work alongside leaders in the mortgage industry who 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. Job seekers 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

• Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed
• 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
• Assist with administrative duties such as making and screening calls, booking appointments, etc.
• Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction

Qualifications

• Strong understanding of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
• Although not required, having an NMLS license or training is preferred
• Preferred degree in banking or finance, and a high school diploma or equivalent is required
• Highly motivated and goal-oriented with excellent customer service and communication skills
• 5+ years of professional office environment experience as a loan officer assistant or mortgage assistant preferred

Compensation

$85,000+ at plan earnings

About TruAdvantage Team

We are a growing and progressive real estate team based in York, PA, with collaboration partners across the United States. Our sales team and support personnel have achieved some of the highest honors in the residential real estate industry.

We are a best of Zillow and we are one of Zillow's highest-level partners in their Flex program. We are coached by some of the top coaches in the real estate industry. Our team coaches with and trains within the Sandler Sales Institute. Ongoing, consistent skill-building, sales training, and personal growth are critical to the success of our team.

We have a proven sales system with an abundance of leads. Our employees and team members are willing and open to non-traditional and new ideas about how to successfully sell homes and have a mindset that allows for significant growth. Hardcore accountability and integrity are a requirement for becoming a member of our team/family.