Loan Partner Lead

Lending Hand Mortgage; Tennessee; On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health, dental, vision stipend

Paid time off and holidays

Professional development opportunities

Bonus opportunities

Job summary

Lending Hand Mortgage is seeking a highly organized, service-focused professional to serve as our Loan Partner Lead, Training Coordinator, and Loan Officer Concierge. This unique role supports loan officers through training, onboarding, and day-to-day production support while driving consistency, efficiency, and clear communication across the organization.

The ideal candidate is passionate about helping others succeed, with strong mortgage industry knowledge, expertise in training and coaching,

Qualifications

• Minimum 3 years of mortgage industry experience.
• Strong understanding of residential mortgage lending processes.
• Excellent communication and interpersonal skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with LOS systems, CRM platforms, and Microsoft Office Suite.
• Customer service mindset with a passion for helping others succeed.

Responsibilities

• Serve as the primary point of contact for loan officers seeking operational support and guidance.
• Assist loan officers with navigating company systems, processes, products, and resources.
• Coordinate communication between sales, processing, underwriting, and operations teams.
• Help troubleshoot loan file challenges and identify appropriate solutions.
• Ensure loan officers have the tools and resources necessary to maximize production and efficiency.
• Promote a positive and service-oriented culture throughout the organization.
• Lead onboarding and orientation programs for newly hired loan officers.
• Develop and maintain training materials, manuals, videos, and job aids.
• Conduct individual and group training sessions on processes, systems, compliance, and best practices.
• Assess training needs and recommend educational opportunities to support production growth.
• Coordinate ongoing professional development initiatives and workshops.
• Track training completion and maintain documentation for compliance purposes.
• Provide leadership and oversight of loan partner support functions.
• Establish and maintain workflow standards and service level expectations.
• Monitor performance metrics and identify opportunities for process improvement.
• Assist in creating standardized procedures to improve efficiency.
• Support implementation of new technologies and operational initiatives.
• Collaborate with management to enhance productivity and loan quality.
• Assist loan officers with pipeline management and workflow organization.
• Provide guidance on loan structuring scenarios and internal process requirements.
• Ensure timely follow-up and resolution of operational issues.
• Help maintain compliance with company policies and regulatory guidelines.
• Support company growth initiatives through coaching and operational support.

Skills

Mortgage experience

Training coaching

Communication

Organization

LOS systems

CRM proficiency

Customer service

Tools

CRM platforms

Microsoft Office

Job description

Lending Hand Mortgage is seeking a highly organized, service-focused, and proactive professional to serve as our Loan Partner Lead, Training Coordinator, and Loan Officer Concierge. This unique role is responsible for supporting loan officers through training, onboarding, operational guidance, and day-to-day production support while helping drive consistency, efficiency, and communication across the organization.

The ideal candidate is passionate about helping others succeed, has strong mortgage industry knowledge, excels in training and coaching, and enjoys creating solutions that improve the loan officer experience.

Key Responsibilities

Loan Officer Concierge Services

• Serve as the primary point of contact for loan officers seeking operational support and guidance.
• Assist loan officers with navigating company systems, processes, products, and resources.
• Coordinate communication between sales, processing, underwriting, and operations teams.
• Help troubleshoot loan file challenges and identify appropriate solutions.
• Ensure loan officers have the tools and resources necessary to maximize production and efficiency.
• Promote a positive and service-oriented culture throughout the organization.

Training & Development

• Lead onboarding and orientation programs for newly hired loan officers.
• Develop and maintain training materials, manuals, videos, and job aids.
• Conduct individual and group training sessions on company processes, systems, compliance requirements, and best practices.
• Assess training needs and recommend educational opportunities to support production growth.
• Coordinate ongoing professional development initiatives and workshops.
• Track training completion and maintain documentation for compliance purposes.

Loan Partner Leelopmentadership

• Provide leadership and oversight of loan partner support functions.
• Establish and maintain workflow standards and service level expectations.
• Monitor performance metrics and identify opportunities for process improvement.
• Assist in creating standardized procedures to improve efficiency and client experience.
• Support implementation of new technologies and operational initiatives.
• Collaborate with management to enhance productivity and loan quality.

Production Support

• Assist loan officers with pipeline management and workflow organization.
• Provide guidance on loan structuring scenarios and internal process requirements.
• Ensure timely follow-up and resolution of operational issues.
• Help maintain compliance with company policies and regulatory guidelines.
• Support company growth initiatives through coaching and operational support.

Qualifications

Required

• Minimum 3 years of mortgage industry experience.
• Strong understanding of residential mortgage lending processes.
• Excellent communication and interpersonal skills.
• Strong problem-solving and organizational abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with LOS systems, CRM platforms, and Microsoft Office Suite.
• Customer service mindset with a passion for helping others succeed.

Preferred

• Experience training or coaching mortgage professionals.
• Previous experience as a Loan Partner, Processor, Loan Officer Assistant, Operations Manager, or Loan Officer.
• Knowledge of FHA, VA, Conventional, USDA, and Non-QM loan products.
• Experience developing training programs and standard operating procedures.

Success Metrics

• Successful onboarding and training of new loan officers.
• Loan officer satisfaction and support response times.
• Adoption of company processes and technology platforms.
• Increased production efficiency and workflow consistency.
• Reduction in operational errors and escalations.
• Contribution to loan officer retention and performance growth.

Compensation & Benefits

• Competitive salary based on experience.
• Performance-based bonus opportunities.
• Reimbursment of upto $250.00 a month towards Health, dental, and vision benefits.
• Paid time off and company holidays.
• Ongoing professional development and growth opportunities.

Why Join Lending Hand Mortgage?

At Lending Hand Mortgage, we believe our loan officers deserve world-class support. This role is instrumental in creating an exceptional experience for both our sales team and our clients by delivering training, guidance, accountability, and operational excellence.

If you are passionate about helping mortgage professionals succeed and thrive in a collaborative environment, we want to hear from you.