Partner Support Specialist

The Loan Store, Inc.; Virginia (MN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive salary and bonus structure

Comprehensive benefits package

Opportunities for professional development

Supportive work environment

Job summary

A mortgage company in Virginia is seeking a Partner Support Specialist to build and maintain relationships with mortgage brokers and lenders. This role requires managing a portfolio of accounts, providing product knowledge, and overseeing the loan pipeline. The ideal candidate will have at least one year of experience in the mortgage industry, strong communication skills, and proficiency in Microsoft Office Suite. The position offers a competitive salary, comprehensive benefits, and opportunities for professional development.

Qualifications

• Minimum of 1 year of experience in the mortgage industry.
• Strong knowledge of mortgage products and processes.
• Proficient in Microsoft Office Suite and mortgage-related software.

Responsibilities

• Develop and maintain relationships with mortgage brokers.
• Monitor and manage the loan pipeline effectively.
• Provide training and support to partners.

Skills

Communication skills

Interpersonal skills

Analytical skills

Problem-solving abilities

Tools

Microsoft Office Suite

Encompass

Job description

Job Summary:

The Partner Support Specialist will be responsible for building and maintaining relationships with mortgage brokers and mortgage lenders and internal partners, driving growth and ensuring high levels of satisfaction. This role involves managing a portfolio of accounts with all products (Conventional, FHA, VA, USDA, NonQM), providing product knowledge, supporting brokers throughout the loan process, and overseeing pipeline management.

Key Responsibilities:

• Relationship Management: Develop and maintain strong relationships with mortgage brokers and partners to enhance business growth.
• Product Knowledge: Stay informed about loan products, and regulatory changes to provide accurate information and guidance to partners.
• Training and Support: Provide guidance to partners and act as a liaison to schedule training courses with Sales Assistants, Account Executives, Operations partners or Broker Support for TPO Portal and processes.
• Pipeline Management: Monitor and manage the loan pipeline, ensuring timely communication and updates to brokers regarding their submissions. Manage timely cancellations of loans, update regularly regarding status, complete internal processes to drive pipeline movement, manage locks to ensure they do not expire, and manage compliance tool hurdles to ensure timely Closing Disclosure release, Clear to Close and Closing. Knowledge of product and pricing and the ability to reprice utilizing pricing engine when required.
• Processing Functions: Oversee the pipeline of loan applications, ensuring accuracy and compliance with company policies and regulatory requirements.
• Condition Authority: Receive, review, clear or move conditions to the Underwriting team timely and with precision. Ensuring that all necessary documentation is collected and verified and appropriate review type is selected for each Underwriting review.
• Problem Solving: Address and resolve any issues or concerns raised by brokers in a timely and professional manner.

Qualifications:

• Minimum of 1 year of experience in the mortgage industry, with a knowledge of all products (Conventional, FHA, VA, USDA, NonQM) wholesale & Non delegated (mini corr) lending or account management.
• Strong knowledge of mortgage products, processes, and regulatory requirements.
• Excellent communication and interpersonal skills.
• Proven ability to build relationships and drive sales.
• Strong analytical and problem-solving abilities.
• Proficient in Microsoft Office Suite and mortgage-related software, Encompass experience preferred.

What We Offer:

• Competitive salary and bonus structure.
• Comprehensive benefits package, including health, dental, and retirement plans.
• Opportunities for professional development and career advancement.
• A supportive and collaborative work environment.

TLS is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, age, color, religion, gender, national origin, disability, sexual orientation or veteran status.