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Job Title


Loan Partner


Company : Neighborhood Loans


Location : Southlake, TX


Created : 2024-05-11


Job Type : Full Time


Job Description

Job DescriptionSeeking a Loan Officer Assistant to join our team! The person is responsible for handling inboundcalls/emails, building rapport with clients and business partners, and determining the immediateneeds of both as well. We are seeking a high-energy, motivated, ethical, team player who islooking to be part of a company and team with a great future in lending. We offer a tremendousopportunity for growth, compensation, and benefits.Responsibilities:· Assist new clients through the information intake process and scheduling consultations withtheir respective loan officer.· Manage 40-50 leads per month· Ability to review and understand loan application, documentation and AUS findingsnecessary for pre-approval.· Manage CRM to include maintaining notes in the client record, effectively working follow-uptasks and ensuring data relating to communications and the status of leads is accuratelydocumented·Follow up via phone, text and email with clients and established business partnersto ensure complete information on file, request outstanding document needs, and scheduleconsultations and/or meet-ups.· Assist with various marketing efforts: gifting, client/VIP events, communication campaigns.Qualifications:· Strong attention to detail and written communication· Excellent communication and interpersonal skills· Customer satisfaction orientation and sales competencies· Ability to work in a goal-oriented environmentAbout Us:At Neighborhood Loans, we are passionate mortgage lending professionals with one goal in mindmake our clients, our priority. Neighborhood Loans is a Residential Mortgage Lender utilizing abusiness model aimed at educating and enabling consumers in a rapidly changing market.Our mission is to provide the finest service based on the highest standard of ethics, values, andcustomer care. In doing so, we will earn the loyalty and trust of homeowners who will becomeour lifelong customers and friends.Benefits:Dental InsuranceHealth insurancePaid time offVision insuranceSchedule:8-hour shiftIn office position