Mortgage Loan Partner

Sea Vista Home Loans; Largo (FL); On-site; USD 50,000 - 72,000; Full time

Job summary

A reputable mortgage company in Largo, Florida, is seeking a motivated full-time loan partner to assist loan officers by ensuring loan packages are accurate and compliant. The role requires a strong understanding of mortgage loan products and the ability to analyze financial documents. If you're goal-oriented and detail-oriented, this is an excellent opportunity to join a supportive team. Compensation ranges from $50,000 to $72,000 annually, based on experience.

Qualifications

• Strong understanding of mortgage loan products (FHA/VA/CONV/USDA).
• Extensive experience with automated underwriting systems.
• Ability to analyze credit reports and financial documents.

Responsibilities

• Review loan package documentation for discrepancies.
• Build and maintain relationships with borrowers.
• Coordinate loan application completions and document collection.
• Provide excellent customer service and respond to inquiries.

Skills

Strong communication skills

Time management skills

Interpersonal skills

Attention to detail

Education

Valid NMLS license

Tools

Automated underwriting systems (LP, DU)

Job description

Overview

Are you interested in a salaried position in the mortgage industry where you help clients secure the home of their dreams without having to go out and get new business? Our industry-leading team is in need of a full-time loan partner who can take our business to the next level. You’ll work with the loan officer to structure loans for clients and get them mortgage-ready. The loan officer will go out into the field to identify new business leads and pass the torch to you, so you can focus on reviewing income, customer credit, and documentation to assure a successful close. Our ideal candidate is goal-oriented, hardworking, and highly detail-oriented. We will provide you with the tools and training you need to achieve your career goals. If you love helping people and want to join an extraordinary team that will challenge you to grow, this is the place for you. Start your application today!

Responsibilities

• Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator


• Build and maintain relationships with borrowers and referral partners to keep our current customers and attract new ones


• Answer questions from customers or employees regarding transactions and give quotes when required to deliver excellent customer service


• Coordinate loan application completions, collect all necessary documents (including credit reports), run DU/LP/AUS, send a closing cost worksheet to borrowers, and get the file ready for processing


• Coordinate discussions between the loan officer, referral partners, and clients so they have a clear primary contact throughout the “contact to contract” phase of the loan process, and arrange meetings to ensure any follow-up actions get taken

Qualifications

• Strong understanding of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage documentation, processes, and procedures


• Strong communication, interpersonal, time management, and follow-up skills


• Valid NMLS license or must be willing to get licensed within 90 days


• Extensive experience with automated underwriting systems such as LP and DU


• The ability to analyze credit reports, income, and asset documents, as well as an understanding of general ways to structure a loan

Compensation

$50,000 - $72,000 per year