Waterstone Mortgage Corporation · 6 hours ago
Loan Partner I
Tulsa, OK
Full-time
Onsite
New Grad, Entry LevelWaterstone Mortgage Corporation is seeking a tech-savvy Loan Partner to support their Oklahoma Mortgage Group. This role involves managing loan applications, communicating with clients and referral partners, and ensuring efficient workflow within the team.
Financial ServicesMortgageReal Estate
Responsibilities
Responsible for taking applications over the phone or in-person
If online application is submitted, call client to go over the application and ensure it is filled out completely and with accuracy
Assist Loan Originator in gathering all necessary forms and paperwork
As part of the sales team, this individual is responsible for requesting/obtaining referrals from all WMC clients, current and potential along with sales partners
Ensure the CRM is updated with notes and tasks for each client
Daily prospect/prequal meetings with Loan Originators and addresses and coordinates any additional follow-up items
Track all requested documents in Encompass
Respond to customer inquiries and other related parties on transactions as needed
Attend all Branch/team meetings
Pull credit and other documents as they pertain to lead generation
Lead tracking and follow up with leads, prospects and prequal clients while they are home shopping
Schedule appointment with clients to go over their submitted application
Structure loan fees & programs
If clients need it, put them on a credit improvement plan to improve their credit to get prequalified or get better loan terms
Run or check that the Automated Underwriting with updated Encompass file has been run and read what the required documentation will be that is needed. Make sure that Automated Underwriting results match
Calculating income
Cross training ability to learn other positions to help the Branch when vacations and illness occur
Complete any additional duties assigned by management
Complete regulatory and compliance training, as required
Assist WMC employees and departments as needed
Qualification
Required
High school diploma or general education degree (GED) is required
Previous experience and knowledge of real estate compliance guidelines and the ability to implement them is preferred
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
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
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists is required
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form is required
A federal registration through Nationwide Mortgage Licensing System (NMLS) is required
Preferred
Previous experience and knowledge of real estate compliance guidelines and the ability to implement them is preferred
DU, LP and other automated engine submissions experience is preferred
Company
Waterstone Mortgage Corporation
Waterstone Mortgage Corporation is a premier residential mortgage lender.
Founded in 2000
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
J
Jennifer George
Vice President
Rich Harkwell
Chief Sales Officer
Recent News
EIN Presswire
2026-01-19
Waterstone Financial, Inc.
2025-09-24
Company data provided by crunchbase