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Mortgage Loan Partner

Alt Financial Network, Inc.
Santa Ana, CA, US
$200K-$250K a year
Full-time

We are looking for a highly-skilled loan partner to join our top-producing team and work alongside our loan officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end.

Effective communication skills are essential for building relationships that help us to obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, apply now! Compensation :

$200,000 - $250,000 yearly

Responsibilities :

  • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
  • Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service
  • Provide administrative support such as screening and making calls, booking appointments, etc.
  • Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss outstanding items
  • Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork

Qualifications :

  • Although not required, having an NMLS license or training is preferred
  • Preferably 5+ years of experience in a professional office or mortgage environment as a mortgage loan officer assistant or similar position
  • College degree in finance or banking preferred. High school diploma or equivalent required
  • Excellent customer service and communication skills and willing to go above and beyond for customers and team
  • MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred

About Company

At Alt Financial Network, we pride ourselves on providing the type of service you'd extend to a loved one : patience, understanding, and the desire to go above and beyond.

Whether it's a Loan Officer or client, Alt Financial Network strives to create an environment that educates and empowers its business partners to grow in their mortgage and real estate-related endeavors.

7 days ago
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