Job Description

We're hiring a loan partner who will work directly alongside our loan origination staff to help our applicants through the mortgage loan process. You'll get applicants mortgage-ready, prepare paperwork, and respond to customer inquiries on transactions as needed. If you're a detail-oriented employee with strong communication and time management skills, we highly encourage you to apply.
Responsibilities:

• Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/ loan officer
• Screen and make calls, book appointments and provide administrative support as needed
• Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
• Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed
• Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction

Qualifications:

• Advanced comprehension of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
• Having an NMLS license is not required, but is preferred
• Preferred degree in banking or finance, and a high school diploma or equivalent is required
• 5+ years of professional office environment experience as a loan officer assistant or mortgage assistant preferred
• Highly motivated and goal-oriented with excellent customer service and communication skills

About Company:
Lakeview Lending is a growing brokerage committed to delivering exceptional loan services to clients. We simplify and streamline the mortgage process through strong backend support, allowing each team member to focus on their area of expertise. You'll be part of a supportive operations team that plays a critical role in ensuring timely, compliant, and smooth loan closings. Our partnerships with multiple lenders and our ability to close loans that others can't set us apart in the industry.
Benefits:
Competitive compensation structureConsistent workflow and stable scheduleCollaborative and supportive team environmentOpportunities for professional growth and advancement401(k) with company matchHealth, Dental, and Vision InsurancePaid time off and holidays

Skills Required