Loan Partner I

American Neighborhood Mortgage Acceptance Company; Mount Laurel Township (NJ); 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 in Mount Laurel Township is looking for a Loan Partner I to assist a Mortgage Loan Originator or Branch Manager. This role requires managing the Team Leader's calendar, tracking leads, and updating databases.

The successful candidate will possess a high school diploma and communication skills, alongside proficiency in Microsoft Office. Various benefits are included, such as medical, dental, vision plans, and 401K options.

Qualifications

• Prohibited from discussing and negotiating loan terms with borrowers.
• Experience directly or indirectly related to the Mortgage Industry.

Responsibilities

• Set all appointments for Team Leader.
• Call leads back within 1 hour to set appointments.
• Update database with 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: 1000 Mount Laurel - Mount Laurel, NJ 08054
• Position Type: Full-Time/Part-Time
• Education Level: High School
• Salary Range: $11.00 - $19.00 Hourly
• Travel Percentage: None
• Job Category: Finance

AnnieMac Home Mortgage is looking to hire a Loan Partner I to be responsible for assisting one specific Mortgage Loan Originator or Branch Manager (herein referred to as 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.
• Have at least two call back times scheduled in Team Leader's day and change voicemail to reflect those times.

Lead Tracker

• Call leads back within 1 hour to set appointments to speak 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 make them write it down.
• Email confirmation of appointment (list of what to bring, directions, testimonial) to agent, borrower, and team leader. (Put team leader name in the re: section of the e-mail).
• Print credit and put it in the appointment folder; have it ready for the appointment.

Data Base Management

• Update our database on the 1st of each month with closed loans from the previous month.
• E-mail program of the week to realtor data base 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

• This 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.

Benefits

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

Equal Opportunity Employer

AnnieMac Home Mortgage is an Equal Opportunity Employer.

E-Verify

AnnieMac Home Mortgage participates in E-Verify.