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Posted: Saturday, March 17, 2018 12:09 AM


Job description

Job Title: Mortgage Loan Partner
Location(s) of job: Houston, TX and Austin, Texas

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Purpose of the Job:
The Mortgage Loan Partner serve as a critical partner to the Loan Originator in managing the relationships and communication from point of origination to closing; direct communication with Loan Operations team , Clients, Realtors, Builders, and Business Partners. This position requires knowledge of structuring residential mortgage loan transactions and working knowledge of all major investors and their guidelines.

Essential Duties of the Position:
• Manage and follow up with all new and existing leads in a timely and accurate manner
• Prequalifies clients to include discussing rate, terms and/or financial options.
• Provides needs list of all items for a complete loan application.
• Prepares pre-qualification/pre-approval/commitment letters.
• Enter loan application and disclosures information into a loan origination system.
• Meets with clients to sign Loan Application and Disclosures.
• Prices and locks all loans through origination system.
• Understands and researches all investor guidelines and is up-to-date in any and all program changes that affect the processing or originating of loans in pipeline.
• Submits complete files based on Investor and/or AUS requirements and collaborates with other team members to get ready for submission to Underwriting.
• Communicates all information pertaining to client and/or property to meet file expectations.
• Communicates loan approval by sending pre-approval/commitment letters to all parties involved in transaction.
• Responsible for once-a-week follow up calls/status calls to all parties involved in transaction (Clients, Realtors, Builder, etc.).
• Tracks and manages new leads and follows up on referral business.

Qualification Requirements:
• High school diploma or equivalent
• Must be proficient in Word, Excel and Outlook applications
• Proficient in DU/DO, LP, and major Originating Systems
• Must have excellent verbal and written communication skills
• Self-motivated and driven to deliver oustanding customer service
• Proficient with major correspondent and wholesale channels and their guidelines, including their websites and pricing engines
• Minimum five (3) years of mortgage processing, underwriting, originating or combination of all aspects
• Tax Return Analysis, Calculate Income on Self Employed borrowers and W-2 employees

For confidential consideration, please reach out to us at and refer to position title in subject or apply on line.

• Location: Houston

• Post ID: 75967012 southeasttexas is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018