Loan Partner II

AMERICAN NEIGHBORHOOD MORTGAGE ACCEPTANCE COMPANY LLC; Providence (RI); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Job summary

AnnieMac Home Mortgage is seeking a Full Time Loan Partner II in Providence to assist a Mortgage Loan Originator or Branch Manager in delivering excellent borrower and realtor service. The role focuses on document handling, disclosures, and timely processing while maintaining compliance and strong communication.

Ideal candidates have at least one year in the mortgage industry, strong communication, and a detail-oriented, organized approach, with proficiency in Microsoft Office.

Qualifications

• At least one year of experience in the mortgage industry.
• Strong communication skills and attention to detail.
• Must be organized and able to manage multiple tasks.

Responsibilities

• Assist the Loan Originator or Branch Manager in delivering WOW service to borrowers and real estate partners.
• Send disclosures with updated Needs List and obtain documents within 48 hours.
• QC review of final paperwork; ensure documents match the checklist and are organized.
• Move files to processing within 24 hours of receipt; communicate with realtors and borrowers.
• Attend closings if the LO cannot; participate in weekly pipeline and status calls.

Skills

Mortgage industry experience

Communication skills

Detail oriented

Organized

Education

High school Diploma or equivalent

Tools

Microsoft Office

Job description

AnnieMac Home Mortgage is looking to hire a Full Time Loan Partner II 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 or indirectly related to the Mortgage Industry. Under the direct supervision of the Branch Manager, the accountabilities and job activities of the Loan Partner II position include, but are not limited, to the following:Deliver WOW service Contract to CloseSend 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 ClientsResearch Client Scenarios with Underwriting and Inv. Guidelines.Assist LO with callbacks of borrowers to set up face to face appointments only. LP2s are not permitted to discuss loan terms.This position is prohibited from discussing and/or negotiating loan terms with borrowers.At least one year experience in the mortgage industry.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***