Loan Partner

We are looking for a highly skilled loan partner to join our top-producing team and work alongside our loan officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us to obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, apply now!

$120,000 at plan earnings with $40,000 base

• Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss outstanding items
• Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
• Assist with administrative duties such as making and screening calls, booking appointments, etc.
• 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

• Responsible for meeting and connecting with clients on a daily basis to help them qualify for financing the purchase of a home.
• Powered by one of the most robust CRM's in the real estate industry.
• Have the ability to work closely with prospective clients and then hand it off to your assistant for gathering documentation to process the loan.
• Direct access to underwriting to help clients get approved for financing.

• Strong understanding of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
• Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred
• Preferred degree in banking or finance, and a high school diploma or equivalent is required
• Having an NMLS license is not required, but is preferred
• Preferably 5 years of experience in a professional office or mortgage environment as a mortgage loan officer assistant or similar position

• MUST have your NMLS license.

We are a growing and progressive real estate team based in York, PA, with collaboration partners across the United States. Our sales team and support personnel have achieved some of the highest honors in the residential real estate industry.

Our team is the Best of Zillow, and we are one of Zillow's highest-level partners in their Flex program. We are coached by some of the top coaches in the real estate industry. Our team is sales-trained within the Sandler Sales Institute. Ongoing, consistent skill-building, sales training, and personal growth are critical to the success of our team.

We have a proven sales system with an abundance of leads. Our employees and team members are willing and open to non-traditional and new ideas about how to successfully sell homes and have a mindset that allows for significant growth. Hardcore accountability and integrity are a requirement for becoming a member of our team/family.