Loan Partner - job 2 of 2

Human Resource Department Job Description

Position: Loan Partner I (LP1) Department: Retail Branch

Supervisor: Branch Manager or LO Team Lead Status: Non-Exempt

EEO: Administrative Support Workers Job Grade: 5

Other Approved Job Titles for This Position Include:

• Client Care Coordinator
• Loan Partner

Diversity and Inclusion:

At the NFM Family of Lenders (“COMPANY”) we are a diverse team of champions, industry pioneers and action leaders. We draw on the differences in who we are, what we’ve experienced, and how we navigate the mortgage industry with focused intention. We work to attract, develop, engage, advance and retain a high performing workforce through fostering an inclusive culture where everyone can join in the journey to success. EOE

Position Summary:

Our Loan Partner I’s are responsible for providing administrative support to the sales department and performing various loan servicing tasks as assigned. The Loan Partner I’s assist in gathering and verifying accuracy of documents received, assists in clearing underwriting tips, and other documentation to prepare loan files. This position needs to possess strong communication and computer skills and a willingness to provide exceptional customer service in a fast-paced, team environment.

Essential Job Functions:

Specific tasks will include, but are not limited to, the following:

• Contact borrower and other sources in order to check obtain items for borrower’s file.
• Ensure database is kept current at the beginning of each month.
• Verify and examine information and accuracy of loan application and closing documents.
• Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.

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_ Drafter/Reviewer Version Description of Review Document owner Publication Date Sanee Lakhani II Updated Human Resources May 2022Human Resource Department Job Description **_

• Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
• Record applications for loan and credit, loan information, and disbursements of funds, using computers.
• Submit loan applications with recommendation for underwriting approval.
• Set all LO/BM appointments.
• Check value of customer collateral to be held as loan security.
• Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
• The employer shall, in its discretion, modify or adjust the position to meet the company’s changing needs.
• This job description is not a contract and may be adjusted as deemed appropriate at the employer’s sole discretion.
• The LP1 is expected to maintain satisfactory attendance and report to work on time every day.

Required Job Functions:

Specific tasks will include, but are not limited to, the following:

• Answer phone 90% of the time.
• Ensure title and real estate agents are kept updated as to the status of the loan throughout the process
• Manage Greatness Tracker.
• 35%+ Conversion rate of leads.
• Manage CRM and LO/BM Database.
• Additional tasks as assigned.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts, or working conditions associated with a job.
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_ Drafter/Reviewer Version Description of Review Document owner Publication Date Sanee Lakhani II Updated Human Resources May 2022Human Resource Department Job Description **_

Additional Working Conditions Information:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is often required to walk; use hands to finger, handle, or operate computers, objects, tools, or controls; and reach with hands and arms. Specific vision abilities required by this job include close vision and the ability to adjust focus.

Signatures:

This job description has been approved by all levels of management:

Employee signature below constitutes employee's understanding of the requirements, essential functions and duties of the position.

Employee’s Signature: ________________________________________________

Print Name: ___________________________________ Date: _______________
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_ Drafter/Reviewer Version Description of Review Document owner Publication Date Sanee Lakhani II Updated Human Resources May 2022**_

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Schedule:

• 8 hour shift

Ability to commute/relocate:

• Tampa, FL 33618: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Fair Housing regulations: 1 year (Preferred)
• Customer service: 1 year (Preferred)

Work Location: In person