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Waterstone Mortgage Corporation · 1 day ago

Mortgage Loan Partner / Loan Officer Assistant (Elite, High-Performing Team)

Eagle, ID

Full-time

Onsite

Entry, Mid Level

$85K/yr - $125K/yr

1+ years exp

Waterstone Mortgage Corporation is hiring a Mortgage Loan Partner / Loan Officer Assistant to support an elite, high-producing mortgage team. The role involves managing loans from application through closing while ensuring a clear and organized client experience.

Financial ServicesMortgageReal Estate

Responsibilities

Manage accounts with the help of our CRM tool to ensure that files keep moving through the pipeline

Take accurate and complete mortgage loan applications in Encompass (training provided if needed)

Learn and apply income calculation concepts for hourly, salaried, variable, and self-employed borrowers

Become proficient in mortgage guidelines and regulations, applying them to the applicant’s specific needs and goals

Own loan files from application through closing, ensuring timelines and documentation stay on track

Confidently communicate with clients, Realtors, processors, and title partners - handle questions, concerns, and objections with professionalism and friendliness

Anticipate issues and address them early — before they become problems

Maintain organized, detailed files and follow established processes consistently

Qualification

Mortgage guidelines knowledgeEncompass proficiencyCRM tool managementCustomer service experienceTyping skillsAttention to deadlinesClient communicationOrganizational skills

Required

Customer service, sales, or client-facing experience (comfort handling conversations and questions is required)

College degree or at least 1 year of office administration or professional office experience where you have learned a new software (CRM, POS, LOS etc)

Strong typing skills, attention to deadlines, and ability to manage multiple priorities