What are the responsibilities and job description for the Loan Partner position at Wizehire?
Salaried Loan Partner
We are seeking a motivated and detail-oriented Loan Officer to join our financial services team. The ideal candidate will have a strong background in financial sales and credit analysis, with a commitment to providing exceptional service to clients.
As a Loan Officer, you will be responsible for guiding clients through the loan application process, assessing their financial needs, and recommending suitable loan products. A thorough understanding of Fair Housing regulations and experience with financial software are essential for success in this role.
Compensation
$75,000 - $110,000 yearly
Responsibilities
The Lending Group CO is a trusted mortgage provider in Southampton, PA, committed to delivering exceptional service to clients and referral partners. Our innovative technology, collaborative culture, and dedication to compliance make us a leader in the mortgage industry. Join us to shape the future of homeownership.
We are seeking a motivated and detail-oriented Loan Officer to join our financial services team. The ideal candidate will have a strong background in financial sales and credit analysis, with a commitment to providing exceptional service to clients.
As a Loan Officer, you will be responsible for guiding clients through the loan application process, assessing their financial needs, and recommending suitable loan products. A thorough understanding of Fair Housing regulations and experience with financial software are essential for success in this role.
Compensation
$75,000 - $110,000 yearly
Responsibilities
- Facilitate the completion of loan applications, coordinate the collection of documentation, including credit reports, run DU/LP/AUS, send a closing cost worksheet to borrow, and prepare the file for processing
- Serve as the primary contact during the “contact to contract” phase of the loan process and liaison between clients, referral partners, and the loan officer and conduct meetings to coordinate any follow-up items
- Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
- Create and nurture relationships with both referral partners and borrowers to draw in new business and retain our existing clients
- Follow up and respond to customer and in-house inquiries on transactions and provide quotes as needed to offer superior customer service
- Respond to all in-house and customer inquiries regarding transactions and provide quotes when needed to offer exceptional customer service with outstanding communication skills
- Must have current working knowledge of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage procedures, processes, and documentation
- Excellent time management, interpersonal, communication, and follow-up skills
- The ability to analyze credit reports, income, and asset documents, as well as an understanding of general ways to structure a loan
- A minimum of 3 years of previous experience fulfilling the roles of an LOA/Loan Partner, Loan Officer, 5 years preferred
- Minimum 2 years of outbound call center experience with a track record of successfully securing the contract for new loans
- Experience as well as being comfortable with calling potential and past clients to sell rates
- Loan Origination experience is a plus
- Current NMLS # preferred with the ability to include PA, NJ, DE, FL
The Lending Group CO is a trusted mortgage provider in Southampton, PA, committed to delivering exceptional service to clients and referral partners. Our innovative technology, collaborative culture, and dedication to compliance make us a leader in the mortgage industry. Join us to shape the future of homeownership.
Salary : $75,000 - $110,000