Palm Beach Mortgage Team • West Palm Beach, FL, US
Posted 4 months ago
Description
Do you love helping people get their dream homes but don't love hunting for new leads? If so, we're looking for you! We're hiring a full-time Loan Partner who will work alongside our loan officer to structure loans for our clients and help get applicants mortgage-ready. While our loan officer is out in the field driving in more loan business to fill the pipeline, you'll be analyzing customer credit, reviewing income, and assessing documents to ensure an efficient and successful close.
Jobseekers should be highly motivated, goal, and detail-oriented professionals driven to succeed. Since this is a salaried position, you'll never have to worry about commission. If you're a loan officer who always felt they never quite fit the sales mold, this is the role you've been looking for. If you're interested in joining a team that empowers you to embrace your natural talents and helps you achieve your career goals, apply today!
Responsibilities
- Taking applications and entering files/uploading documents into the database
- Send out a needs list to clients
- Follow up on the needs list
- Excellent tracking of the mortgage pipeline
- Calculate income and Run DU/LP
- Make sure closings happen on time and put out fires
- Realtor follow up
- Answer questions from customers or employees regarding transactions and give quotes when required to deliver excellent customer service
- Create and nurture relationships with both referral partners and borrowers to draw in new business and retain our existing clients
- 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
- Serve as the primary contact during the “contact to contract” phase of the loan process and liaison between clients, referral partners, and the loan officer and conduct meetings to coordinate any follow-up items
- Look over all loan package paperwork to check for inconsistencies, omissions, and inaccurate income calculations and then report any errors to the loan originator
Qualifications
- Must have current working knowledge of mortgage loan products (FHA/VA/CONV) and knowledge of mortgage procedures, processes, and documentation
- Extensive experience with automated underwriting systems such LP and DU
- Excellent time management, interpersonal, communication, and follow-up skills
- Minimum 2 years experience in a LOA/Loan Partner, Processor, Loan Officer, and/or Underwriter role, 5+ years experience is preferred
Compensation
Compensation is negotiable
About Palm Beach Mortgage Team
Our employees say ... we work hard, we play hard, and we are treated fairly with the utmost respect. If you want to be a part of a fast-growing, highly efficient mortgage office; and you get pleasure out of being successful in helping dreams come true, then we would be privileged to have you as a part of our team.
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