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Loan Partner I

Company: Vantage Recruiting Group
Location: Indianapolis
Posted on: September 16, 2020

Job Description:

Your career is an important part of who you are. Waterstone Mortgage is committed to helping our employees make the most of their professional life. Whether your strength is in sales or you enjoy working behind the scenes to help an organization grow, you can find a fulfilling career with our company. Not to mention, you get to help people achieve their home ownership dreams every single day — and that is an awesome feeling.

Waterstone Mortgage is known for its technology and future-focused vision in the residential mortgage industry. But we’re also all about awesome people, and our positive company culture is a huge part of who we are. We don’t just offer great benefits — we go above and beyond to help our employees

grow, learn, and have fun in the process. We offer:

15-year history of stability and growth

Ongoing training opportunities

Ability to relocate

Our company is made up of more than 600 employees who are passionate about what they do. Along with the usual medical insurance benefits, 401(k) matching, and life insurance, we enjoy outstanding growth opportunities within the company. Professional events, conferences, and trainings are also regular occurrences — meaning we have all the tools we need to thrive in our careers. Plus, our leadership is top?notch; they’re approachable, provide great mentorship, and are some of the best

mortgage professionals in the industry.

Take charge of your future with a rewarding career at Waterstone Mortgage.

Job Description SUMMARY:

The primary function of the Loan Partner is to manage the Loan Officer’s pipeline and to make certain

that all loans are ready for submission to the Processing Department. This position is also responsible for communicating with referral partners, current and past clients, listing and selling agents, title

companies, lenders and Underwriters to solidify relationships and garner future business.

Individuals in this position shall not engage in loan origination during the course of his/her employment with WMC. Loan origination is defined as (1) taking a residential mortgage loan application; or (2) offering or negotiating terms of a residential mortgage loan for compensation or gain; (3) advertising or communicating to the public that you can perform loan origination services. Please see the Loan Originator Compensation Policy for more details on the definition of loan origination.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Screen calls and book appointments for Loan Originator.

Track leads on a daily basis for Loan Originator.

Ensure the CRM is updated with new listing agents, referring agents, title companies, and builders.

Conducts weekly pipeline meetings with Loan Originators and addresses, and coordinates any additional follow-up items.

Answers questions regarding closing requirements from, but not limited to other staff members, branches vendors and investors.

Track all requested documents in Encompass.

Respond to customer inquiries and other related parties on transactions as needed.

Responsible for tracking all leads until an appointment is scheduled on the calendar.

Maintain LO calendar. This includes scheduling, updating and confirming appointments.

Complete regulatory and compliance training as required.

Pull credit and other documents as they pertain to lead generation.

Conduct annual mortgage update calls and schedule reviews, run “Closed Loan Report” and review details of “closed” loans.

Qualifications ADDITIONAL DUTIES:

Complete any additional duties assigned by management

Complete regulatory and compliance training, as required

Assist WMC employees and departments as needed

Responsible for partnering with Corporate Marketing to create and/or order marketing

Oversee and manage event planning for client events

Additional Information Bonus: Yes

Relocation : N/A

Travel: N/A

Car: N/A

Additional Benefit Information:

Full Benefits Package - Full Health Insurance and Matching 401K

DISCLAIMER: The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

Keywords: Vantage Recruiting Group, Indianapolis , Loan Partner I, Other , Indianapolis, Indiana

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