Loan Partner II

AnnieMac Home Mortgage; Smithfield (RI); On-site; USD 45,000 - 65,000; Full time

Job summary

A mortgage company is looking for a Full Time position to ensure excellent service from contract to close. Responsibilities involve sending necessary disclosures to borrowers, conducting quality control reviews on documents, and organizing financial information. The role requires strong communication skills for regular updates and coordination with realtors and clients. Ideal for organized individuals who thrive in a fast-paced environment, ensuring timely document handling and proactive engagement with clients.

Responsibilities

• Deliver WOW service Contract to Close.
• Send disclosures to borrowers with updated Needs List.
• QC Review on final paperwork received.
• Organize assets/income for mortgage applications.

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.