USA Mortgage · 2 months ago
Loan Partner
USA Mortgage is a 100% employee-owned company focused on delivering unparalleled service in the mortgage industry. The Loan Partner will assist the Loan Officer in the administration and processing of mortgage loans, ensuring efficient processing throughout the loan transaction phases.
Financial Services
Responsibilities
Assist Loan Officer in the administration and processing of mortgage loans to ensure efficient loan processing in all phases of the loan transaction
Assist Loan Officer with clerical functions
Conduct preliminary research needed on the loan to help determine mortgage eligibility
Set signing appointments. Provide customer service to clients
Prepare files for submission to loan processing
Update and mine marketing database for new loans
Any other miscellaneous requirements of the team
Pull and analyze research regarding the property, credit, and other aspects of the file
Make copies of borrower information, filing, and other administrative duties as instructed by the Loan Officer
Assist in pre-qualifications and pre-approval orders as instructed by the Loan Officer. Pull credit reports and running AUS. Contact borrower for any and/or additional information required. Set signing appointments
Communicate with parties to schedule and set signing appointment
Data input function including setting up new customer files with application data
Update the Loan Officer’s database, mail thank-you notes to customers and realtors
Clerical ad hoc duties, as needed
Qualification
Required
Administrative assistance, clerical, and customer service knowledge and experience
Mortgage banking industry, familiar with Conventional, FHA, and VA mortgage products
Clear understanding of the current RESPA laws and guidelines
Teamwork and productivity skills
Must possess excellent problem solving and customer service skills
P/C computer skills with solid understanding of MS Office and the ability to use the loan origination system
Administrative practices and procedures
Teamwork, customer service, motivation, design, ethics, safety & security, project management, business acumen and professionalism
High school diploma or equivalent required
Minimum one year experience and/or training
Knowledge of Encompass Database software and or equivalent along with basic computer skills
Originator License
Attention to detail in a fast-paced environment with excellent sales and customer service skills
Preferred
2-4 year college curriculum preferred
Encompass experience a plus
Company
USA Mortgage
We are the Home of Possibility and your key to mortgage, home finance and real estate content! At USA Mortgage, a subsidiary of DAS Acquisition Company, LLC., our mission remains the unrelenting pursuit of perfection.
Funding
Current Stage
Late StageLeadership Team
Recent News
Business Journals
2023-06-23
Business Journals
2023-01-19
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