Loan Partner/Loan Officer Assistant

IMB is looking for a full-time loan partne r that will help applicants be mortgage ready and support them throughout the loan process. Candidates should be organized, detail-oriented professionals driven to succeed in their role.

Key Responsibilities

• Client Communication: Act as the main liaison, providing updates and guidance to borrowers from application to closing.
• Documentation & Processing: Collect, review, and organize loan documentation (income, asset, credit reports) for accuracy and compliance.
• Pipeline Management: Support the MLO with pipeline organization, ensuring files are completed efficiently.
• Administrative & Marketing: Manage calendars, schedule appointments, and assist with marketing campaigns to help grow the loan officer’s business.
• Pre-Approval Assistance: Help applicants become “mortgage-ready” by reviewing their initial financial situation

Additional responsibilities:

• Available to complete phone application or assist in online application process of perspective clients
• Create and structure a loan program in our LOS of Encompass
• Following up with previously approved clients and keeping them engaged throughout the home offer process through offer acceptance
• Product and program knowledge of Fannie/Freddie, FHA, VA, USDA. Also TSAHC, TDHCA or equivalent DPA programs along with DSCR and non-QM experience.
• Self-starter with attention to detail. Utilizing Monday.com for file notes/updates/status for sales team being supported
• May need to restructure active files to a different loan program or terms.
• Role requires phone and text communication with clients. Excellent customer service. Able to answer any questions or concerns the client has throughout the process.
• Daily interaction with sales team on updates, hot list tasks or follow-ups.
• Provide the best experience possible from application to close understanding the goal to make a today’s client a lifelong client.

Required Skills and Qualifications

• Detail-Oriented: Strong organizational skills to manage multiple files and compliance requirements.
• Communication Skills: Excellent interpersonal skills for dealing with clients and partners.
• Mortgage Knowledge: Familiarity with loan products, underwriting, and compliance guidelines.
• Software Proficiency: Experience with Encompass and Microsoft Office Suite.
• Possess an advanced understanding of different loan products, such as conventional loans, FHA, VA, USDA, adjustable/ fixed, residential loans, etc.

Qualifications

• High school diploma or equivalent (Bachelor’s degree preferred).
• Previous experience in mortgage, banking, or customer service.
• NMLS licensure preferred but not required

Benefits Vision, Dental, Medical, PTO Compensation Commensurate with Experience