Loan Production Partner

3 Keys Lending; Bluffdale (UT); On-site; USD 60,000 - 80,000; Full time

Job summary

3 Keys Lending is seeking a full-time loan partner to assist applicants in becoming mortgage ready and support them throughout the loan process. Ideal candidates are organized and detail-oriented, with strong customer service skills.

The role involves screening calls, assembling loan documentation, and acting as the primary contact for clients. Compensation ranges from $60,000 to $80,000 yearly, plus potential bonuses.

Qualifications

• Highly motivated and goal-oriented with excellent customer service and communication skills.
• Strong understanding of loan financing options such as conventional loans, FHA, VA, etc.
• Although not required, having an NMLS license or training is preferred.

Responsibilities

• Screen and make calls, book appointments, provide administrative support.
• Act as primary contact between clients and the company.
• Assemble loan documentation for verifications and underwriting.

Skills

Customer service skills

Communication skills

Detail-oriented

Organizational skills

Education

College degree in finance or banking

High school diploma or equivalent

Tools

MS Office proficiency

CRM software

Proprietary mortgage software

Job description

Are you looking to work alongside leaders in the mortgage industry that will help you grow your career? We’re looking for a full-time loan partner that will help our applicants get mortgage ready and support them throughout the loan process. Jobseekers should be organized, detail-oriented professionals driven to succeed in their role. If you’re interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today!

Responsibilities

• Screen and make calls, book appointments and provide administrative support as needed
• Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
• Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
• Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
• Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed

3 Core Duties Key Measurements

Prequalify

• Contact all borrower(s) within 24 hours after the Initial Loan Consultation.
• Request and review cash, credit, and capacity (income) qualifications for all borrowers.

Pre-Approve

• Accurately pre-approve all eligible borrowers
• Handle payment scenario requests
• Proactively contact pre-approved buyers
• Communicate effectively with Realtor partners

Pipeline

• Onboard all newly received contracts for Rate Lock Consultation
• Submit loan applications to Loan Processing for eDisclosures
• Execute outstanding borrower Tuesday Updates, Pre-Closing Funding Calls
• Ensure 95%+ loans close on time with daily check-ins to address choke points
• Resolve 95%+ of loan issues before escalating to the Loan Officer

Qualifications

• College degree in finance or banking preferred. High school diploma or equivalent required.
• Highly motivated and goal-oriented with excellent customer service and communication skills.
• Although not required, having an NMLS license or training is preferred.
• Strong understanding of loan financing options such as conventional loans, FHA, VA, adjustable/fixed, commercial loans, etc.
• MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred.

Compensation

$60,000 - $80,000 yearly plus potential per year.