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AnnieMac Home Mortgage · 6 months ago

Licensed Loan Partner

Lyndhurst, NJ

Full-time

Onsite

Entry Level

$15/hr - $24/hr

AnnieMac Home Mortgage is looking to hire a Licensed Loan Partner to assist a Mortgage Loan Originator or Branch Manager in delivering outstanding customer service. The role involves managing documentation, ensuring timely communication with clients and realtors, and supporting the loan process from contract to close.

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Responsibilities

Send disclosures to borrowers with updated Needs List and get docs returned within 48 hours

Once final paperwork is received, do a QC Review which includes the following

Be sure docs received matches checklist

Organize assets/income

Mortgage Banker Checklist/Quality Assurance Checklist

File turned into processing within 24 hours of receipt

New contracts introduction to realtors via email

Email L.O. to do a warm/fuzzy call to both agents

Tuesday Realtor Status Updates

Ensure Documents to Closing within 48 hours

Productive Weekly Status Calls

Pipeline meeting weekly with processors

Pre-Close Checklist with Client 48 hours before closing

Attend closing if LO cannot (15 minutes max)

Call and get all conditions

Research Client Scenarios with Underwriting and Investor Guidelines

Assist LO with callbacks of borrowers to set up face to face appointments only

Qualification

Mortgage Industry ExperienceQuality AssuranceCustomer ServiceCommunication SkillsOrganizational Skills

Required

Experience directly related to the Mortgage Industry

Ability to deliver outstanding customer service to borrowers and realtor partners

Ability to send disclosures to borrowers with updated Needs List and get docs returned within 48 hours

Ability to perform a QC Review including ensuring docs received match checklist, organizing assets/income, and completing Mortgage Banker Checklist/Quality Assurance Checklist

Ability to turn in files to processing within 24 hours of receipt

Ability to introduce new contracts to realtors via email

Ability to provide Tuesday Realtor Status Updates

Ability to ensure documents to closing within 48 hours

Ability to conduct productive weekly status calls

Ability to participate in pipeline meetings weekly with processors

Ability to complete a Pre-Close Checklist with Client 48 hours before closing

Ability to attend closing if LO cannot (15 minutes max)

Ability to call and get all conditions

Ability to research client scenarios with underwriting and investor guidelines

Ability to assist LO with callbacks of borrowers to set up face to face appointments only