Loan Partner I

Providing essential administrative support to Loan Originators and Branch Managers, the full-time remote Loan Partner I will gather borrower documentation, prepare files for underwriting, maintain records, and assist with marketing activities to ensure a smooth borrower experience. Key responsibilities Collect, organize, and verify borrower documentation as directed by a licensed MLO Assist in preparing loan files for underwriting by ensuring documentation completeness and performing data entry Communicate with borrowers and third parties to obtain missing documents and provide status updates without discussing loan terms Required qualifications High school diploma or equivalent required; college degree in business or related field preferred Minimum of one year of mortgage, financial services, or administrative experience preferred Proficient in Microsoft 365 and experienced in Encompass or similar loan origination software Ability to manage multiple tasks and prioritize effectively in a fast-paced environment Customer service orientation with the ability to build and maintain positive relationships