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
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
Complete regulatory and compliance training as required.
Pull credit and other documents as they pertain to lead
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
Additional Benefit Information:
Full Benefits Package - Full Health Insurance and Matching
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