Production Partner

New American Funding; Tampa (FL); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player in mortgage lending is seeking a dedicated Production Partner to support loan origination staff. In this dynamic role, you will be the key liaison between clients and loan officers, ensuring a seamless loan process from contract to close. Your expertise in mortgage products and commitment to exceptional customer service will help you thrive in a fast-paced environment. If you have a passion for helping clients achieve their homeownership dreams and possess strong communication skills, this opportunity is perfect for you. Join a team that values collaboration and excellence in service, and make a meaningful impact in the lives of borrowers.

Qualifications

• 3+ years of mortgage loan processing or origination experience required.
• Excellent communication skills and ability to work in a team.

Responsibilities

• Act as the primary liaison between clients and loan officers.
• Provide weekly updates to borrowers and manage the loan pipeline.
• Ensure documentation accuracy and compliance with company policies.

Skills

Mortgage Loan Processing

Communication Skills

Teamwork

Customer Service

Education

High School Diploma or equivalent

Tools

Encompass

Job description

The Production Partner works directly with and supports the loan origination staff (loan officers, sales managers etc.). By working collaboratively with the loan origination staff and processing team, a successful Production Partner has extensive mortgage and product knowledge of loan programs and will be able to communicate loan requirements with customers, processors and loan officers.

Responsibilities

• Primary contact and liaison between clients, Branch Manager, Branch Sales Manager and/or assigned Loan Originator(s).
• Deliver WOW service for the client and referral partner - contract to close.
• Track leads.
• Responsible for assisting in submitted complete loan applications for each customer file.
• Manage the Pipeline.
• Provide written and verbal weekly updates to borrowers.
• Consistent and transparent communication with the borrower throughout the process.
• Track all requested documents in Encompass.
• Review documentation received within 24 hours of receipt for discrepancies, omissions, verified income calculation, asset verification and Encompass updates based on verified information and immediately notify Loan Originators when any discrepancies are found on documentation.
• Partner with Loan Originators in resolving problems in files and documents.
• Ensure files are complete and set-up in accordance with Company policy and procedures.
• Efficiently meet deadlines (loan documents to title 3 days before closing) while maintaining multiple assignments/projects.
• Provide superior customer service both internally and externally.

Qualifications

• High School Diploma or equivalent.
• Minimum 3 years’ current conventional fixed and ARM, HELOC and construction mortgage loan processing or origination experience.
• Current Mortgage Loan Processing experience required.
• State and Federal NMLS License preferred.
• Working knowledge of RESPA and general knowledge of all mortgage and consumer lending regulations and loan documents preferred.
• Excellent written and verbal communication skills.
• Ability to effectively work in a strong team-oriented environment.
• Available to work varying hours and overtime if needed.

Other Duties

This job may require frequent sitting or standing for long periods of time. This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization.

Work Authorization

Must be able to verify identity and employment eligibility to work in the U.S.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.

[EOE/M/F/D/V. Drug-free workplace.]

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About the Company

New American Funding is a direct mortgage lender offering an array of mortgage loan options including purchase, refinance, and first-time home buyer loans.