Assistant Loan Partner

Job Title: Assistant Loan Partner 

Reports To: LO/Branch Manager 

Compensation: $18-$22/hr (based on cost of living and results) 

FLSA Status: Hourly Non-Exempt 

Location: San Antonio, TX 

Job Description: 

We are seeking a detail-oriented and customer-focused Loan Partner to support our mortgage operations. This role serves as the first point of contact for clients, providing exceptional service while assisting with loan applications, documentation, and general inquiries. The ideal candidate will have strong organizational skills, the ability to multitask, and a keen eye for. Previous mortgage experience is preferred but not required. All necessary training will be hands-on provided.  

Key Responsibilities: 

Team Accountability Assistance 

• Keep Loan Officer and team on track with calls and schedule 
• Top priority is to make the team leader look good, and keep her calendar organized and efficient.  
• Manage gifting program for agents, past clients, and prospects 
• Schedule, plan, and execute monthly Happy Hours and other various team events 
• Assist with general office tasks, such as data entry, reporting, and correspondence 
• Coordinate appointments, follow up on pending documentation, and track application statuses 
• Follow up with pre-qualified borrowers, executing team checklist for touchpoints 

Manage Database 

• Maintain accurate records and update client information in the loan processing system 
• Print list daily for team leader to complete theme day calls, and assist with prospecting follow up 
• 30-60-90 day calls for all closed loans 
• Mailers (monthly updating database with newsletter information, letters of the heart, and evidence of success 
• Manage social media correspondence to grow digital presence 
• Set and fill events/manage RSVPs as required 

Qualifications: 

• Must be able to work 40 hours per week between the hours of 9:00 a.m. and 6:00 p.m. 
• Proficiency in Microsoft Office and adaptability to new technology  
• Strong communication and interpersonal skills 
• Ability to work efficiently in a fast-paced environment and handle sensitive information with discretion 
• Must be dependable, self-motivated and require minimal supervision 
• Knowledge of major social media platforms preferred 

Physical Demands: 

While performing the duties of this job, a person is regularly sitting in a normal office environment at a desk using a computer, phone, fax and copy machine. This person may occasionally need to lift up to 20 pounds. 

Work Environment: 

Standard office environment 

This job description reflects management’s definition of the essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. In addition, the above statements are intended to describe the general nature and level of work being performed by the person assigned to this job. 

I have read, understand, and agree to the requirements and responsibilities of this position.