Investor Loan Partner

The JOY FM; United States; Remote; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a self-motivated Investor Loan Partner to assist clients in securing business purpose investment loans. This role involves guiding clients through the funding process, connecting them with lenders, and providing exceptional support throughout the loan journey. The ideal candidate will possess strong communication and analytical skills, along with a deep understanding of investment loan products. Join a dynamic team where your contributions will make a significant impact in helping clients achieve their investment goals in a remote work environment.

Qualifications

• Experience in financial services or as a Mortgage Broker is a strong plus.
• Deep understanding of Non-QM loan products and underwriting guidelines.

Responsibilities

• Connect clients with lenders that best meet their investment loan needs.
• Manage leads and track pipeline activity accurately.

Skills

Communication Skills

Negotiation Skills

Analytical Thinking

Problem-Solving

Customer Service

Education

High School Diploma

Bachelor’s Degree in Finance or Business

Tools

Mortgage Software

CRM Systems

Microsoft Office

Zoom

Google Drive

WhatsApp

Job description

Description:
Job Title: Investor Loan Partner
Location: Remote
Employment Type: Full-time (Commission Only)
Reports To: Branch Manager

Job Summary:
We are seeking a self-motivated, detail-oriented, and client-focused Investor Loan Partner to assist clients in securing business purpose investment loans for both residential and commercial properties. The ideal candidate will serve as an intermediary between investor sponsors and lenders—guiding clients through the entire funding process from application to closing.

Key Responsibilities:

1. Connect clients with lenders and financial institutions that best meet their investment loan needs.
2. Clearly and transparently explain different investment loan products and terms.
3. Manage leads and track pipeline activity by accurately recording file movements.
4. Submit loan applications and follow through on the approval process.
5. Monitor market trends and interest rate fluctuations relevant to investor lending.
6. Cultivate strong relationships with real estate professionals, lenders, and clients.
7. Provide consistent support to clients throughout the entire loan process.

Qualifications:

1. Experience as a Mortgage Broker or within financial services is a strong plus.
2. Deep understanding of Non-QM loan products, underwriting guidelines, and closing procedures.
3. Excellent communication, negotiation, and customer service skills.
4. Strong analytical thinking and problem-solving abilities.
5. Proficient with mortgage software and CRM systems.
6. Comfortable using tools like Microsoft Office, Outlook, Teams, Google Drive, Zoom, and WhatsApp.
7. Attendance at company meetings (camera on) is required.
8. High school diploma required; Bachelor’s degree in finance, business, or related field preferred.

Preferred Qualifications:

1. Bilingual abilities (Spanish, Mandarin, etc.).
2. Familiarity and experience with Non-QM loan structures.
3. An established network of lender relationships.

Work From Home Requirements:

1. Technical Needs: High-speed internet to support video conferencing and file sharing; Personal computer or laptop with a working camera; Ability to manage communication tools and CRM remotely with responsiveness.
2. Work Environment: Dedicated, distraction-free workspace; Ergonomic setup for long-term productivity and comfort.

Soft Skills:

1. Self-discipline to manage tasks and meet deadlines independently.
2. Strong verbal and written communication to stay connected with clients and the team.