Loan Partner jobs in United States
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Wizehire · 3 hours ago

Loan Partner

Wizehire is a trusted mortgage provider in Southampton, PA, committed to delivering exceptional service to clients and referral partners. They are seeking a motivated and detail-oriented Loan Officer to guide clients through the loan application process and recommend suitable loan products.

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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

Qualification

Mortgage loan productsCredit analysisFinancial softwareLoan originationFollow-up skillsInterpersonal skillsCommunication skillsTime management

Required

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
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

Preferred

5+ years of previous experience fulfilling the roles of an LOA/Loan Partner, Loan Officer
Loan Origination experience is a plus
Current NMLS # preferred with the ability to include PA, NJ, DE, FL

Company

Wizehire

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WizeHire, the most user-friendly, effective hiring solution for small businesses.

Funding

Current Stage
Growth Stage
Total Funding
$37.5M
Key Investors
Tiger Global Management
2022-05-10Series B· $30M
2021-02-09Series A· $7.5M

Leadership Team

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Sid Upadhyay
Co-founder & CEO
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Nick Carneiro
Chief Technology Officer
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Company data provided by crunchbase