Mortgage Loan Partner
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Job Location:
Fredericksburg, VA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Mortgage Loan Partner I - LPI
Starting pay rate ranges between $17.50 to $21.35/hr DOE and includes the potential to earn monthly bonuses based on production.
The Loan Partner I (LPI) is a critical member of the origination team responsible for supporting a high producing Loan Officer through expert loan structuring pipeline management and client communication. Youll work closely with clients and agents throughout the pre-approval process while ensuring each file is set up for a smooth and successful closing. This position combines technical mortgage knowledge with strong communication and organizational skills - perfect for someone who loves precision process and people.
Join the Summit team if youre ready to grow your career in a supportive high-performance environment. Wed love to meet you. Apply today and discover why Summit Funding is where loan professionals come to build their future.
What our Loan Partner I is responsible for:
- Review loan application for accuracy and completeness.
- Analyze income credit and assets to structure loans per FNMA FHLMC VA and HUD guidelines.
- Prepare issue and maintain client pre-approvals following Summits branch standards and checklists.
- Coordinate and schedule client consultations and follow-up appointments for the Loan Officer.
- Utilize Salesforce and Summit systems to track leads manage follow-up and maintain CRM data integrity.
- Support pipeline communication with clients real estate partners and internal team members.
- Assist with marketing database management and branch growth initiatives.
Qualifications :
- 1-3 years of recent mortgage experience preferred (Loan Partner Loan Officer Assistant or Processor).
- Strong working knowledge of conventional FHA VA and USDA programs.
- Skilled in loan structure income calculation and file review.
- Proficient in Salesforce Encompass or similar CRM/LOS systems.
- Exceptional attention to detail follow-through and communication skills.
- Passionate about creating an outstanding client experience.
Additional Information :
All your information will be kept confidential according to EEO guidelines.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Loan Origination
- Sales Experience
- Microsoft Office
- Financial Services
- Customer Service
- Organizational skills
- Communication skills
- Military Experience
- Fair Housing Regulations
- Inside Sales
- Outside Sales
- Word Processing
About Company
Summit Funding, Inc is one of the oldest still privately owned top 50 national mortgage lenders. When Todd Scrima, our owner and CEO founded our company in 1995 his dream was not to be the biggest, but to strive to be the best. Our growth mindset, positive culture, and history of sta ... View more
