Bilingual Mortgage Partner II: Client & Processing Support

AnnieMac Home Mortgage; United States; On-site; USD 45,000 - 60,000; Full time

Job summary

AnnieMac Home Mortgage seeks a Mortgage Loan Officer Assistant (Loan Partner II) to support loan originators and branch managers in delivering exceptional service to borrowers and realtors.

The position requires bilingual English/Spanish, at least three years in mortgage operations, proficiency in Microsoft Office, and meticulous attention to detail as you manage disclosures, document QC, and closing preparation while coordinating with clients and agents. You may attend closings when needed.

Qualifications

• At least three years of experience in the mortgage industry.
• Experience in mortgage operations roles such as Loan Officer Assistant, Sales Assistant, Production Partner, Loan Processor or Loan Partner.
• High school Diploma or equivalent.
• Proficient in Microsoft Office.
• Detail oriented and organized.

Responsibilities

• Deliver WOW service Contract to Close.
• Send disclosures to borrowers with updated “Needs List” and get docs returned within 48 hours.
• QC Review after final paperwork: organize assets/income, Complete QA Checklist, file to processing within 24 hours.
• New contracts – introduction to realtors via email.
• Email L.O. to do a warm/fuzzy call to both agents.
• Tuesday Realtor Status Updates.
• Ensure Documents to Closing within 48 hours.
• Productive Weekly Status Calls; Pipeline meetings with processors; Pre Close Checklist 48 hours before closing; Attend closing if LO cannot (15 minutes max).
• Call and get all conditions resolved.
• Research client scenarios with Underwriting and Inv. Guidelines; assist LO with callbacks to set up face-to-face appointments only.

Skills

Bilingual English/Spanish

Detail oriented

Customer service

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

AnnieMac Home Mortgage seeks a Mortgage Loan Officer Assistant (Loan Partner II) to support loan originators and branch managers in delivering exceptional service to borrowers and realtors.

The position requires bilingual English/Spanish, at least three years in mortgage operations, proficiency in Microsoft Office, and meticulous attention to detail as you manage disclosures, document QC, and closing preparation while coordinating with clients and agents. You may attend closings when needed.