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Mortgage Loan Partner

Mortgage Loan Partner

Altitude Home MortgageSheridan, WY, US
24 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Are you looking to work alongside leaders in the mortgage industry who will help you grow your career? We’re looking for a full-time loan partner that will help our applicants get mortgage-ready and support them throughout the loan process. Job seekers should be organized, detail-oriented professionals driven to succeed in their role. If you’re interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today!

Compensation : $20 - $30 hourly

Responsibilities :

  • Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction
  • Provide administrative support such as screening and making calls, booking appointments, etc.
  • Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
  • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
  • Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss outstanding items

As a Loan Partner, you’ll play a vital role in guiding clients through the journey of homeownership. You’ll be the first-class co-pilot for borrowers and agents, ensuring smooth communication, accurate documentation, and an unforgettable client experience.

Key Responsibilities

Client Communication & Support

  • Maintain communication with clients from application through closing.
  • Provide weekly check-ins, market updates, and follow-ups during home shopping.
  • Prepare updates for clients and agents.
  • Under Contract

  • Make congratulatory calls—bring excitement, answer questions, and set expectations for the closing process.
  • Partner with LP2 / Closing Specialist to ensure a smooth closing process, handling care calls, rate / structure questions, and any tasks needed to keep the loan moving forward.
  • Post-Closing

  • Conduct check-in calls with new homeowners.
  • Request client reviews and maintain communication.
  • Build lender-for-life relationships through ongoing service and support.
  • Process Flows

  • Assist with process improvements and the creation of new systems that make our team even more efficient.
  • Collaborate with teammates to refine and document workflows.
  • Qualifications :

  • High school diploma or equivalent required. College degree in finance or banking preferred
  • Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients
  • Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred
  • Having an NMLS license is not required, but is preferred
  • What We’re Looking For

  • Hungry, humble, and smart team player.
  • High attention to detail with strong organizational skills.
  • Excellent written and verbal communication.
  • Comfortable with technology and eager to learn new systems (we’ll train you!).
  • Passionate about helping others and creating an amazing client experience.
  • Mortgage experience is helpful but not required—we’ll teach you everything you need to know.
  • About Company

    At Altitude Home Mortgage, we’re redefining first-class home financing. With access to more loan programs than any other provider in our area, we pride ourselves on delivering a premium, personalized experience for every client. Our aviation-inspired brand reflects our commitment to helping families reach new heights, creating clients for life, not just closing transactions. We combine expert guidance, proactive communication, and a fun, supportive culture to ensure smooth landings for both homebuyers and our team members.

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    Mortgage Loan Partner • Sheridan, WY, US

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