Loan Partner I

American Neighborhood Mortgage Acceptance Company; Haverhill (MA); On-site; USD 15,153 - 26,174; Full time

Benefits offered by this job

Medical, dental, and vision plans

401K

Job summary

AnnieMac Home Mortgage is hiring a Loan Partner I in Haverhill, MA, to assist a Mortgage Loan Originator. Responsibilities include managing calendars, tracking leads, and database organization. Ideal candidates should have strong communication abilities and proficiency in Microsoft Office.

The position requires a high school diploma or equivalent and offers various benefits, including medical and 401K options.

Qualifications

• Position is prohibited from discussing and/or negotiating loan terms with borrowers.
• Strong communication skills are essential.
• Proficiency in Microsoft Office tools is necessary.

Responsibilities

• Set appointments for Team Leader and confirm them.
• Call leads back within an hour to set appointments.
• Update database on closed loans monthly.

Skills

Communication skills

Proficient in Microsoft Office

Detail oriented

Organized

Education

High school Diploma or equivalent

Job description

Job Details

Job Location: 6290 Methuen - Methuen, MA 01844
Position Type: Full-Time/Part-Time
Education Level: High School
Salary Range: $11.00 - $19.00 Hourly
Travel Percentage: None
Job Category: Finance

Company: AnnieMac Home Mortgage is looking to hire a Loan Partner I to be responsible for assisting one specific Mortgage Loan Originator or Branch Manager (Team Leader). Candidates should have experience directly or indirectly related to the Mortgage Industry. Under the direct supervision of the Branch Manager, the job responsibilities of the Loan Partner I position include, but are not limited to, the following:

Manage the Calendar

• Set all appointments for Team Leader.
• Confirm all appointments the day before and, if you leave a message, call the day of as well.
• Schedule at least two call back times in Team Leader’s day and change voicemail to reflect those times.

Lead Tracker

• Call leads back within one hour to set appointments with a licensed Mortgage Loan Originator.
• All leads added to lead tracker.
• Update the referral source every time you attempt/make contact with a lead.
• Bring two copies of lead tracker to each team meeting.
• Give borrower a verbal list of what to bring and directions and have them write it down.
• Email confirmation of appointment (list of what to bring, directions, testimonial) to agent, borrower, and team leader (put, from Team Leader name, in the Re: section of the e‑mail).
• Print credit report and put it in the appointment folder, ready for the appointment.

Database Management

• Update database on the 1st of each month with closed loans from the previous month.
• Email program of the week to realtor database every Friday.
• 30‑60‑90 day calls for all closed loans.
• ABC calls weekly.
• Birthday program using CRM tool.

Team Leader Organization

• Keep Team Leader’s desk organized.
• Keep Team Leader on track with calls and schedule.

Qualifications

• Position is prohibited from discussing and/or negotiating loan terms with borrowers.
• High school Diploma or equivalent.
• Communication skills.
• Proficient in Microsoft Office.
• Detail oriented and organized.

Work Environment/Physical Demands

Will have to spend long hours sitting and using office equipment and computers, which can cause muscle and eye strain. Unless specifically defined upon employment, this position is required to report to the licensed branch location during working hours, in order to support the Mortgage Loan Originator or Branch Manager.

AnnieMac Home Mortgage offers a wide range of benefits, including medical, dental and vision plans, along with voluntary benefits, including 401K.

AnnieMac Home Mortgage is an Equal Opportunity Employer

AnnieMac Home Mortgage participates in E-Verify