Assistant Loan Partner

Job Title: Assistant Loan Partner

Reports To: LO/Branch Manager

Compensation: $18-$22/hr (based on cost of living and results)

FLSA Status: Hourly Non-Exempt

Location: San Antonio, TX

This is an ON-SITE full-time role. The working schedule is 8 AM-5 PM Monday-Friday.

Job Description:

We are seeking a detail-oriented and customer-focused Loan Partner to support our mortgage operations. This role serves as the first point of contact for Clients, providing exceptional service while assisting with loan applications, documentation, and general inquiries; they will be in direct communication with Clients, Realtors, Builders, and Business Partners. The ideal candidate will have strong organizational skills, the ability to multitask, and a keen eye for detail. Previous mortgage experience is preferred but not required. All necessary training will be provided hands-on.  

Key Responsibilities:

Team Accountability Assistance

• Keep Loan Officer and team on track with calls and schedule 

1. Confirm all appointments the day before and the day of the appointment.   
2. Top priority is to make the team leader look good and keep her calendar organized and efficient. 

• Manage gifting program for Agents, past Clients, and Prospects 
• Schedule, plan, and execute monthly Happy Hours and other various team events 
• Assist with general office tasks, such as data entry, reporting, and correspondence 
• Coordinate appointments, follow up on pending documentation, and track application statuses 

1. Set, manage, and confirm all appointments for Clients to meet with the Loan Officer and/or LP II for loan applications; communicate what items to bring to the appointment, etc.   

• Follow up with pre-qualified borrowers, executing team checklist for touchpoints 
• Update referral partners on status of leads received   

Manage Database

• Maintain accurate records and update client information in the loan processing system 
• Help finish loan applications for team lead and accurately keep up with the Lead Tracker 

1. Manage documentation and collect application   

• Convert up to 80 leads per month with a 70% conversion rate to application. 

1. All leads added to lead tracker; ensure follow-up attempts are made until appointment is set   

• Print list daily for team leader to complete theme day calls and assist with prospecting follow-up. 
• 30-60-90 day calls for all closed loans. 
• Mailers (monthly updating database with newsletter information, letters of the heart, and evidence of success. 
• Manage social media correspondence to grow digital presence 
• Set and fill events/manage RSVPs as required. 

Qualifications:

• Must be able to work 40 hours per week between the hours of 8:00 a.m. and 5:00 p.m. (rotating evening and weekends when required) 
• Proficiency in Microsoft Office and adaptability to new technology  
• Strong communication and interpersonal skills 
• Ability to work efficiently in a fast-paced environment and handle sensitive information with discretion 
• Must be dependable, self-motivated, and require minimal supervision 
• Knowledge of major social media platforms preferred 

Physical Demands:

While performing the duties of this job, a person is regularly sitting in a normal office environment at a desk using a computer, phone, fax, and copy machine. This person may occasionally need to lift up to 20 pounds. 

Work Environment:

Standard office environment 

This job description reflects management’s definition of the essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. In addition, the above statements are intended to describe the general nature and level of work being performed by the person assigned to this job. 

I have read, understand, and agree to the requirements and responsibilities of this position.