Loan Partner

• Help manage the Sales Director's pipeline to ensure loans are moving through the origination stages (i.e. loan application, processing, underwriting, and funding) in a timely manner and resolving roadblocks
• Assist the Sales Director in sales activities
• Provide excellent customer service to clients, loan officers, processors, underwriters, and servicing partners
• Understand our underwriting guidelines, evaluate loan scenarios, and manage transactions accordingly, including reviewing files for potential issues and communicating with borrowers to resolve them quickly
• Work with the loan processors and borrowers to build loan files in the CRM and collect missing items for loan conditions
• Assist in resolving client issues during loan origination and after closing
• Support loan servicing, which may include contacting clients for past-due payments, extensions, and other service-level communications
• Organize and manage the Sales Director's contacts in the CRM
• Attend meetups, conventions, and other networking events to build relationships with new borrowers
• Contribute to a fun work environment that is committed to building relationships, embracing change, and going the extra mile to get it done the right way

• 2-5 years of experience as a loan officer assistant, processor, loan officer, real estate broker or banker
• Experience in business purpose lending a plus
• Exceptional written and verbal communication skills
• Strong interpersonal skills, with the ability to work out complex problems
• Experience using an advanced CRM as well as the Microsoft Office Suite
• Able to work in a fast-paced environment and manage conflicting priorities
• Able to work additional hours when needed and attend weekly meetings during business hours
• Must be able to read, write, speak and understand English with exceptional fluency

Experience in business purpose lending a plus

• Medical, dental, vision insurance
• 401k
• Paid holidays
• Remote work environment