Demo

Loan Partner

The Federal Savings Bank
Miami, FL Full Time
POSTED ON 1/12/2025 CLOSED ON 4/7/2025

What are the responsibilities and job description for the Loan Partner position at The Federal Savings Bank?

Description

The Federal Savings Bank, a 5-time “50 Best Mortgage Companies to Work For” winner, seeks an organized, outgoing, optimistic, and overall outstanding Loan Partner (alliteration enthusiasts encouraged to apply)! As a Loan Partner, you will be an integral member of our top retail lending sales team in our Miami, FL branch. This position is based in the office, and all candidates must reside in the area at time of application. This role is perfect for Miami area Loan Processors recently impacted by market conditions.

For more details please contact

David Marquez

Office : (773) 938-9134

Email : dmarquez@thefederalsavingsbank.com

Duties & Responsibilities :

  • Assist top Mortgage Banker(s) serving as primary liaison among customers, internal operations support, realtors, and title companies.
  • Help manage Mortgage Banker pipeline while working with Processing, Underwriting, and Closing teams to ensure loans get closed in a timely manner.
  • Prepare mortgage applications and disclosures for signing.
  • Structure loans in Encompass loan origination system.
  • Review loan guidelines and analyze borrower qualifications.
  • Consistently exceed borrower expectations and Realtor / Builder expectations, always giving "Wow" service.
  • Marketing tasks to include maximizing the Mortgage Banker’s CRM and past client business.
  • Help organize events for the Bankers such as realtor luncheons, borrower meet 'n greets, etc.

Requirements :

  • Ability to work in our Miami office 5 days per week; must reside in the area at time of application.
  • 1 years of recent experience as a Sr. Mortgage Processor or Loan Officer Assistant for top mortgage loan originators.
  • 1 years of experience using Encompass (ICE Mortgage Encompass) preferred.
  • Experience processing FHA, VA, and Conventional purchase loans.
  • Experience processing Construction loans strongly preferred.
  • High school degree required.
  • Spanish or Polish language fluency a plus, though not required.
  • Proficiency with Microsoft Office products (Excel, Word, Outlook specifically).
  • Proactive, problem solver with extremely high attention to detail and follow through.
  • Proven ability to meet deadlines.
  • Superior time-management and organizational skills.
  • Polished professional communication over the phone and email skills.
  • What We Offer :

  • Base Salary plus monthly incentive bonus.
  • Generous paid time off plus sick time.
  • Health, Dental, and Vision insurance plans and partial 401k match.
  • Leadership coaching to help succeed in life, both professionally and personally.
  • The Federal Savings Bank is an equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

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