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AnnieMac Home Mortgage is looking to hire a Licensed Loan Partner to be responsible for assisting a specific Mortgage Loan Originator or Branch Manager in delivering outstanding customer service to borrowers and realtor partners. Candidates should have experience directly related to the Mortgage Industry. Under the direct supervision of the Branch Manager, the responsibilities of the Licensed Loan Partner include, but are not limited to:
Deliver WOW Service from Contract to Close
* Send disclosures to borrowers with updated Needs List and get documents returned within 48 hours.
* Perform a QC Review once final paperwork is received, ensuring documents match the checklist. Organize assets/income, and complete the Mortgage Banker Checklist/Quality Assurance Checklist. File documents into processing within 24 hours of receipt.
* Introduce new contracts to realtors via email, followed by a warm/fuzzy call to both agents.
* Provide Tuesday Realtor Status Updates.
Ensure Documents are to be Closed within 48 hours
* Conduct productive weekly status calls.
* Participate in weekly pipeline meetings with processors.
* Complete a Pre-Close Checklist with the client 48 hours before closing.
* Attend closing if the Loan Officer cannot (maximum 15 minutes).
* Call and gather all conditions required for closing.
Working with Clients
* Research client scenarios in accordance with underwriting and investor guidelines.
* Assist the Loan Officer with callbacks to borrowers to set up face-to-face appointments only.
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