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Mortgage Loan Officer Partner

Preferred Rate
locationBoca Raton, FL, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job DescriptionWe are looking for a highly-skilled loan partner to join our top-producing team and work alongside our loan officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us to obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, apply now!Compensation:

$80,000

Responsibilities:

  • Serve as the primary contact and liaison between clients, branch manager, and assigned mortgage loan originator and conduct meetings to coordinate any follow-up items
  • Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
  • Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction
  • Provide administrative support such as screening and making calls, booking appointments, etc.

Qualifications:

  • NMLS license or training is not required, but is desired
  • Advanced comprehension of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
  • 5+ years of professional office environment experience as a loan officer assistant or mortgage assistant preferred
  • Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred

About Company

Preferred Rate is a direct lender focused on supporting our loan originators. We provide a full array of products and support to make sure our loan officers can focus on building relationships and originating.


We offer both in office and remote options for loan originators. Loan originators receive full support through sales coaching, a documents specialist who follows up on all needed documents for applications taken, in house processing and a strong originating environment.


If you are looking to have your business elevated this is the place to be.

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