Loan Partner I

SUMMARY:   

Are you passionate about delivering exceptional customer service, building relationships, and helping clients achieve their homeownership goals? As a Loan Partner I (New Client Coordinator), you'll be the first point of contact for prospective borrowers and play a key role in creating a seamless and welcoming experience from the very first conversation. In this role, you'll manage new leads, guide clients through the application and preapproval process, coordinate appointments, and support the Loan Originator by ensuring every opportunity is nurtured with timely communication and outstanding service. If you're organized, detail-oriented, and thrive in a fast-paced, team-focused environment, we'd love to hear from you! 

ESSENTIAL DUTIES AND RESPONSIBILITIES: 

• Serve as the first point of contact for prospective clients by responding promptly to inquiries and guiding borrowers through the mortgage application process.
• Track and manage leads through all stages of the sales process, ensuring timely follow-up and maintaining accurate records within CRM and lead management systems.
• Schedule, update, and confirm appointments while maintaining the Loan Originator's calendar and coordinating meetings with clients and referral partners.
• Assist the Loan Originator in taking applications, gathering required documentation, and preparing complete loan files for submission.
• Pull credit reports and review preliminary documentation necessary to support lead conversion and preapproval activities.
• Structure and maintain loan files within Encompass, ensuring all requested documents and information are accurately tracked and updated.
• Run or verify Automated Underwriting System (AUS) findings, review documentation requirements, and ensure AUS results align with loan file data in Encompass.
• Respond to customer inquiries and communicate regularly with clients, real estate agents, title companies, builders, referral partners, and other parties throughout the loan process.
• Prepare and distribute preapproval communications and assist with follow-up activities related to preapproved borrowers and submitted offers.
• Maintain and update CRM databases, including referral partners, listing agents, title companies, builders, and prospective client information.
• Conduct weekly pipeline meetings with Loan Originators and coordinate follow-up actions to ensure loans continue progressing efficiently.
• Support business development efforts by requesting referrals from current and prospective clients and cultivating relationships with referral partners.
• Answer questions regarding loan status, documentation requirements, and closing conditions from internal staff, branch personnel, vendors, and investors.
• Attend branch and team meetings and complete all required regulatory and compliance training.
• Crosstrain in additional branch functions to provide operational support during team absences and periods of increased volume.

EDUCATION and/or EXPERIENCE: 

High school diploma or general education degree (GED) is required. 5 years of office administration experience is preferred. Previous experience and knowledge of real estate compliance guidelines and the ability to implement them is preferred.  

COMPUTER SKILLS: 

Proficient knowledge of related computer applications such as Microsoft Office is required. Experience on Encompass LOS system or other mortgage processing software is required, DU, LP and other automated engine submissions experience is preferred.  

CUSTOMER SERVICE SKILLS: 

Using excellent customer service skills which includes maintaining a good attitude, taking ownership of meeting customer needs, going above and beyond for customers, demonstrating a commitment to sharpening skills through education and training, using positive communication, and looking for opportunities to respect customers’ time and schedules is required.   

CERTIFICATES, LICENSES, REGISTRATIONS: 

A federal registration through Nationwide Mortgage Licensing System (NMLS) is required. However, individuals in this position are not eligible to receive loan officer commission.