Loan Partner I

At Waterstone Mortgage, each day is a new opportunity to make a difference. Come join our team in Tulsa, OK! We are looking for a part-time LPI who is bilingual and able to read, write, and speak Spanish proficiently. 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. Assist Loan Originator in taking applications, scheduling appointments, and locking loans.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Screen calls and book appointments for Loan Originator.
• Track leads on a daily basis for Loan Originator.
• Responsible for taking applications and scheduling appointments for the mortgage team.
• Assist Loan Originator in gathering all necessary forms and paperwork.
• Responsible for assisting in submitting complete loan applications for each customer file.
• As part of the sales team, this individual is responsible for requesting/obtaining referrals from all WMC clients, current and potential along with sales partners.
• 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.
• Attend all Branch/team meetings.
• Maintain Loan Originator 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.
• Run or check that the Automated Underwriting with updated Encompass file has been run, and read what the required documentation will be that is needed. Make sure that Automated Underwriting results match Encompass.
• Cross training ability to learn other positions to help the Branch when vacations and illness occur.

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

ATTRIBUTES OF SUCCESSFUL LOAN PARTNERS

• Outgoing
• Flexible
• Punctual
• Self-driven
• Motivated
• Goal oriented
• Team player

CUSTOMER SERVICE SKILLS:  Using excellent customer service skills which includes maintaining a good attitude, taking ownership of meeting customer needs, going above and beyond for customers, demonstrating a commitment to sharpening skills through education and training, using positive communication, and looking for opportunities to respect customers’ time and schedules is required.