Loan Partner I

AMERICAN NEIGHBORHOOD MORTGAGE ACCEPTANCE COMPANY LLC; United States; On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Medical plan

Dental plan

Vision plan

401K

Job summary

AnnieMac Home Mortgage is seeking a Loan Partner I to assist a Team Leader by managing scheduling, appointments, and related documentation. The role supports the mortgage team with daily organization and CRM-based activities.

You will help maintain lead trackers, follow up on inquiries, and ensure timely communication with borrowers, agents, and the team leader. Strong attention to detail and office proficiency are essential.

Qualifications

• High school diploma or equivalent required.
• Strong communication and organization skills.
• Proficient in Microsoft Office; attention to detail essential.

Responsibilities

• Manage calendar and appointments for Team Leader, including prep and reminders.
• Maintain lead tracker and follow up with leads within one hour.
• Update referral sources and prepare appointment materials for borrowers and agents.
• Handle database updates on a monthly basis and support underwriting process.
• Support Team Leader with organization and routine tasks.

Skills

Communication skills

Microsoft Office

Detail oriented

Organized

Education

High school diploma or equivalent

Tools

CRM tool

Microsoft Office

Job description

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 appointment 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 leaders 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, borrow, and team leader. (put, from (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 Leaders desk organized.Keep Team Leader on track with calls and schedule.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.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***