Loan Partner II

AnnieMac Home Mortgage; Providence (RI); On-site; USD 55,000 - 90,000; Full time

Job summary

AnnieMac Home Mortgage is seeking a Full Time role to support the loan process in Providence, RI. The candidate will coordinate disclosures, borrower communications, and document management to ensure timely closings.

Responsibilities include organizing assets, maintaining checklists, and providing proactive updates to real estate agents and clients throughout the loan lifecycle. The position emphasizes collaboration with loan officers, processors, and underwriting to resolve conditions and move

Responsibilities

• Deliver WOW service Contract to Close.
• Send disclosures to borrowers with updated Needs List and get docs returned within 48 hours.
• QC Review after final paperwork is received, organizing assets/income and completing 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 Clients.
• Research 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.

Job description

Responsibilities

AnnieMac Home Mortgage is looking to hire a Full Time

• Deliver WOW service Contract to Close
• Send 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:
• 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 Clients
• Research 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.