Loan Partner

Primary Function

The Loan Partner position allows someone with the desire to get into the mortgage business an opportunity to do so without any prior experience.

They are responsible for supporting a sales team to ensure we retain as many purchase customers as possible. Support comes from assisting in the day to day front end process including communicating with customers, collect documents, analyzing documents and submitting files to our operations team.

The position is designed to be a 10-12 month program with the end goal of obtaining their loan officer license by passing SAFE and then being promoted to a producing loan officer.

Principal Duties

• Work independently in a fast pace environment with high volume of loan files
• Contact pre qualified customers to obtain documents needed for pre approval
• Analyze income and asset documentation to issue a pre approval
• Once customer is under contract work with them to complete e-sign and collect any additional documents needed to submit a full file to our operations team.
• Work with our operations team on troubleshooting anything missing or information needed for underwriting.
• Provide consumers with a superior level of customer service.
• Stay informed of developing trends in the mortgage industry.
• Attend / assist with scheduled meetings, training sessions and courses.
• Maintain compliance with all industry-specific federal and state licensed activity requirements and company’s Code of Conduct.
• Performs additional projects and duties as assigned by supervisor.

Education and Experience Requirements

Two-year college degree or equivalent preferred.Must qualify for and obtain state licensure in the states where the company does business.

Sales and customer service experience a plus.

Knowledge, Skill and Ability Requirements

• Ability to quickly connect with people in an outgoing, friendly manner.
• Strong sense of responsibility for completing work quickly and accurately.
• Ability to handle faster-than-average pace of activities
• Detail-orientation with efficient focus on work activities
• Careful decision-making skill with ability to avoid mistakes.
• Excellent oral, written, listening, and organizational skills.
• Basic computer and MS Office skills

Company Perks

• 15 Paid Time Off (PTO) days and 18 after 1st anniversary!
• 9 Paid Holidays
• Casual Workplace
• Employee Engagement Activities

Company Benefits :

• Medical (including Health Savings Account & Flexible Savings Account)
• Dental - RX Vision Life, Disability Insurance 401(k) Plan with company match! Employee Assistance Plan
• Performance-based Incentives
• Pet Insurance
• Advancement Opportunities Newrez NOW :
• Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
• 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
• Employee Matching Gifts Program : We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee
• Newrez Grants Program : Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions
30+ days ago