Loan Partner/Loan Officer Assistant

Confidential Careers; Texas; On-site; USD 45,000 - 65,000; Full time

Job summary

IMB is seeking a full-time loan partner to guide applicants toward mortgage readiness and support them through the loan process. The role emphasizes organization, attention to detail, and strong service to clients from application to closing.

Responsibilities include client communication, documentation review, pipeline support for the MLO, and helping market the loan officer's business. Prior mortgage experience and proficiency with Encompass are important.

Qualifications

• Detail-Oriented with strong organizational and compliance skills.
• Excellent communication and interpersonal abilities for client relations.
• Mortgage knowledge including loan products, underwriting guidelines.
• Experience with Encompass and Microsoft Office Suite.

Responsibilities

• Serve as the main liaison for borrowers from application to closing.
• Collect, review, and organize loan documentation for accuracy and compliance.
• Support the MLO with pipeline management and status updates.
• Assist with calendars, appointments, and marketing campaigns to grow the loan officer's business.
• Help applicants become mortgage-ready by reviewing initial financials.
• Communicate with clients via phone and text daily.
• Structure loan programs in Encompass LOS and stay engaged with clients through offers.

Skills

Detail-Oriented

Communication Skills

Mortgage Knowledge

Software Proficiency

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Encompass

Microsoft Office Suite

Job description

IMB is looking for a full-time loan partner that will help applicants be mortgage ready and support them throughout the loan process. Candidates should be organized, detail-oriented professionals driven to succeed in their role.

Key Responsibilities

• Client Communication: Act as the main liaison, providing updates and guidance to borrowers from application to closing.
• Documentation & Processing: Collect, review, and organize loan documentation (income, asset, credit reports) for accuracy and compliance.
• Pipeline Management: Support the MLO with pipeline organization, ensuring files are completed efficiently.
• Administrative & Marketing: Manage calendars, schedule appointments, and assist with marketing campaigns to help grow the loan officer's business.
• Pre-Approval Assistance: Help applicants become "mortgage-ready" by reviewing their initial financial situation

Additional responsibilities:

• Available to complete phone application or assist in online application process of perspective clients
• Create and structure a loan program in our LOS of Encompass
• Following up with previously approved clients and keeping them engaged throughout the home offer process through offer acceptance
• Product and program knowledge of Fannie/Freddie, FHA, VA, USDA. Also TSAHC, TDHCA or equivalent DPA programs along with DSCR and non-QM experience.
• Self-starter with attention to detail. Utilizing Monday.com for file notes/updates/status for sales team being supported
• May need to restructure active files to a different loan program or terms.
• Role requires phone and text communication with clients. Excellent customer service. Able to answer any questions or concerns the client has throughout the process.
• Daily interaction with sales team on updates, hot list tasks or follow-ups.
• Provide the best experience possible from application to close understanding the goal to make a today’s client a lifelong client.

Required Skills and Qualifications

• Detail-Oriented: Strong organizational skills to manage multiple files and compliance requirements.
• Communication Skills: Excellent interpersonal skills for dealing with clients and partners.
• Mortgage Knowledge: Familiarity with loan products, underwriting, and compliance guidelines.
• Software Proficiency: Experience with Encompass and Microsoft Office Suite.
• Possess an advanced understanding of different loan products, such as conventional loans, FHA, VA, USDA, adjustable/ fixed, residential loans, etc.

Qualifications

• High school diploma or equivalent (Bachelor's degree preferred).
• Previous experience in mortgage, banking, or customer service.
• NMLS licensure preferred but not required

Compensation: Commensurate with Experience