Loan Partner/Loan Officer Assistant jobs in United States
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Success Mortgage Partners, Inc. · 1 week ago

Loan Partner/Loan Officer Assistant

positionUnited States
timeFull-time
remoteRemote
seniorityEntry, Mid Level
money$0/yr - $55K/yr
date2+ years exp

Success Mortgage Partners, Inc. is a company in the mortgage industry seeking a Loan Partner/Loan Officer Assistant. The role involves supporting applicants throughout the loan process and serving as a liaison between clients and loan originators, while ensuring all documentation is prepared and accurate.

Real Estate

Responsibilities

Serve as the primary contact and liaison between clients, branch manager, and assigned mortgage loan originator and conduct meetings to coordinate any follow-up items
Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
Screen and make calls, book appointments and provide administrative support as needed
Marketing for Loan Officer
Attend Mortgage Closings
Talk to Realtors
Call Past database
Check on first mortgage payments

Qualification

Loan products knowledgeMS Office proficiencyEncompass proficiencyCustomer service skillsNMLS licenseCommunication skillsOrganizational skills

Required

High school diploma or equivalent required
2-5 years of professional office environment required, preferably as a loan officer assistant or mortgage assistant
Possess an advanced understanding of different loan products, such as conventional loans, FHA, VA, USDA, adjustable/ fixed, residential loans, etc
Highly motivated and goal-oriented with excellent customer service and communication skills
Computer proficiency required including MS Office & Encompass

Preferred

College degree in finance or banking preferred
NMLS license or training is not required, but is desired

Benefits

Vision
Dental
Medical
PTO

Company

Success Mortgage Partners, Inc.

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Success Mortgage Partners, Inc. was founded in May, 2002, by Vincent N. Lee and Owen V. Lee, Esq.
dateFounded in 2002
location
Plymouth, Michigan, USA
people-size501-1000 employees
web-link
http://successmortgagepartners.com

Funding

Current Stage
Late Stage

Leadership Team

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Owen Lee
Co-Owner / Chief Executive Officer
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Recent News

Lane Report | Kentucky Business & Economic News
Stockton Mortgage again top Ky Housing Corp. partner
2025-03-19
Company data provided by crunchbase