Loan Partner

The Lending Group CO; Southampton (PA); On-site; USD 50,000 - 80,000; Full time

Job summary

A leading financial services team seeks a motivated Loan Officer with expertise in financial sales and credit analysis. Your role will involve guiding clients through the loan process, offering tailored loan products, and ensuring compliance with Fair Housing regulations. The ideal candidate will possess strong communication skills and a deep understanding of mortgage procedures, making this a critical position within the organization.

Qualifications

• Current working knowledge of mortgage loan products (FHA/VA/CONV/USDA).
• Minimum of 3 years experience as Loan Officer or Loan Partner.
• Track record of successful outbound call center experience.

Responsibilities

• Guide clients through the loan application process and assess their financial needs.
• Facilitate completion of loan applications and coordinate documentation collection.
• Review loan package documentation for discrepancies and assist in loan structuring.

Skills

Financial sales

Credit analysis

Customer service

Time management

Communication

Job description

Salaried Loan Partner 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: • Facilitate the completion of loan applications, coordinate the collection of documentation, including credit reports, run DU/LP/AUS, send a closing cost worksheet to borrow, 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 and conduct 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 • Respond to all in-house and customer inquiries regarding transactions and provide quotes when needed to offer exceptional customer service with outstanding communication skills Qualifications: • 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 • 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 • Loan Origination experience a plus • Current NMLS # with the ability to include PA, NJ, DE, FL Compensation: $50,000 - $80,000 yearly

• Respond to all in-house and customer inquiries regarding transactions and provide quotes when needed to offer exceptional customer service with outstanding communication skills

Compensation:
$50,000-$80,000 per year