Mortgage Loan Partner

We are looking for a highly-skilled Loan Partner to join our top-producing team and work alongside our loan officers and loan processing team. This position requires a unique mix of sales/marketing and customer service skills, plus the ability to manage leads and loan files from beginning to end. Effective communication skills are essential for building relationships that help us to obtain future business. If you are detail-oriented, organized, great with customers, and would love to work as a well-rounded utility player on a great team, apply now! This is an in-office role.

$50,000 - $60,000 yearly

• Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork. Assist and learn how to process a loan from start to finish
• Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
• Check all loan package documents for complete accuracy and submit any discrepancies to the loan processors and loan originators
• Learn all aspects of a process from lead to funding
• Assist with administrative duties such as making and screening calls, booking appointments, etc
• Manage marketing activities and plan events to achieve quarterly goals
• Ensure data integrity is managed within company software systems

• At least 2+ years of professional office environment required, preferably as a loan officer assistant, real estate transaction coordinator, or mortgage assistant. Experience working with a mortgage broker is preferred, but not required
• Highly motivated, detailed, and goal-oriented with excellent customer service and communication skills
• Having an LO license is desired but not required for hire but may be required as a part of future job roles
• Comprehension of loan financing for government and conventional products
• Preferred degree in finance, marketing, or similar studies. A high school diploma or equivalent is required
• Proficiency in MS Office is required; CRM, AUS and ARIVE software experience is preferred

One of our missions is helping customers make the most informed mortgage decision possible - one that integrates personal financial plans and major life goals like retirement and wealth accumulation.

Most people think about home financing a few times during their life ~ we live it every

single day. It's our profession and our passion.

We consider our client's customers for life. Our goal is to deliver value on a consistent basis while assisting to implement strategies that aim to accumulate wealth, reduce debt, and minimize monthly expenses for our clients.

Our pillars are 1) our people, 2) outstanding service, 3) we are relationship-driven, 4) we are thumb pointers, 5) we strive for continuous improvement and 6) we value fun and friendship.

Please consider being a part of our team and the Wave Lending Family.

Equal Housing Opportunity.