Mortgage Relationship Partner | Education & Lending

Benchmark Mortgage (NMLS #2143); Johnson City (TN); On-site; USD 40,000 - 60,000; Full time

Job description

Position Overview

Relationships are the backbone of Benchmark’s success. The Production Partner will maintain relationships with clients brought into Benchmark and is responsible for communicating, educating, and negotiating offers and terms of a residential mortgage loan.

Ideal candidates for this position have a strong service‑oriented mindset, excellent communication skills, and proven knowledge of mortgage lending compliance and regulatory requirements.

Essential Functions of the Role

• Build and maintain relationships with individuals sourced from the Loan Officer in addition to providing education on mortgage options.
• Analyze mortgage applications and determine the programs best meeting the needs of the consumer.
• Gather required application data and provide initial documents and disclosures to the applicant.
• Communicate and educate the consumer on qualified programs including benefits and risks.
• Provide all applicable initial documents and disclosures to the loan processor.
• Other duties as assigned.

Classification: Non‑Exempt

Essential Knowledge/Skills/Abilities

• Strong communication skills
• Customer service oriented
• High attention to detail
• Proven ability to prioritize and multi‑task
• Knowledge of various loan products (FHA, VA, conventional, etc.)
• General knowledge of credit reports and debt‑to‑income ratios
• Ability to adapt to market changes
• Knowledge of the mortgage loan process

Experience Requirements

• One to two years loan processing required; loan origination experience preferred.

Education / Licensing Requirements

• High school diploma or equivalent required. Some college preferred.
• Licensed in market area and registered nationally in NMLS.
• Professional certifications (CMB, CMC, CMPS) preferred.

Working Conditions

• Fast‑paced environment.
• Requires normal vision (corrected) both close and distant.
• Requires normal hearing levels (corrected).
• Requires working at a desk to use a phone and computer for extended periods of time.
• Requires sitting, bending.
• Works effectively with frequent interruptions.
• Lifting requirements of 10 lbs. occasionally.
• Minimal travel >5%.

Benefits

• Medical, dental, and vision insurance
• Short‑term and long‑term disability
• 401(k) and Roth 401(k) plans and Company match
• Company‑provided life insurance
• 8 paid holidays
• AND MORE!