Licensed Loan Partner

AnnieMac Home Mortgage; Toms River (NJ); On-site; USD 50,000 - 75,000; Full time

Job summary

AnnieMac Home Mortgage is seeking a Licensed Loan Partner to support one Mortgage Loan Originator or Branch Manager in delivering exceptional service to borrowers and realtor partners.

The role involves sending disclosures, performing QC checks, coordinating with realtors, and ensuring documents move to processing and closing within tight timelines while maintaining strong client contact.

Responsibilities

• Assist one Mortgage Loan Originator or Branch Manager to deliver outstanding customer service.
• Send disclosures to borrowers with updated Needs List and get docs returned within 48 hours.
• Perform QC Review ensuring documents match the checklist and file to processing within 24 hours.
• Introduce new contracts to realtors via email and contact L.O. for warm calls to agents.
• Attend weekly status calls with processors and participate in pipeline reviews.
• Coordinate client callbacks to set up face‑to‑face appointments and answer conditions.

Job description

Responsibilities

AnnieMac Home Mortgage is looking to hire a Licensed Loan Partner to be responsible for assisting one specific Mortgage Loan Originator or Branch Manager in delivering outstanding customer service to borrowers and realtor partners. Candidates should have experience directly related to the Mortgage Industry. Under the direct supervision of the Branch Manager, the accountabilities and job activities of the Licensed Loan Partner position include, but are not limited, to the following:

Deliver WOW service Contract to Close

• Send disclosures to borrowers with updated Needs List and get docs returned within 48 hours.
• Once final paperwork is received, do a QC Review which includes the following.
• Be sure docs received matches checklist.
• Organize assets/income.
• Mortgage Banker Checklist/Quality Assurance Checklist.
• File turned into processing within 24 hours of receipt.
• 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 meeting weekly with processors.
• Pre-Close Checklist with Client 48 hours before closing.
• Attend closing if LO cannot (15 minutes max).
• Call and get all conditions.

Working with Clients

• Research Client Scenarios with Underwriting and Investor Guidelines.
• Assist LO with callbacks of borrowers to set up face to face appointments only.