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Sr. Loan Partner

Sr. Loan Partner

Robison Home LoansEscondido, CA, US
1 day ago
Job type
  • Full-time
Job description

Job Description

Job Description

About Us

At Robison Home Loans , our mission is to help people win at homeownership . We’re a client-first mortgage team that blends industry expertise with a relationship-driven approach . We aren't your typical mortgage team, as our business includes not only mortgage services, but also property management, and mailbox store operations.

About the Role

We’re seeking a highly experienced Sr. Loan Partner to join our growing mortgage team. This is a hands-on, in-person role that combines loan processing expertise with customer service. It requires organization, teamwork, and excellent problem-solving skills to ensure loans are processed efficiently, clients are delighted, and business growth is achieved in a fast-paced, in-person environment.

Compensation : $125,000 yearly

Responsibilities :

  • Serve as the primary contact during the “contact to contract” phase of the loan process and liaison between clients, referral partners, and the loan officer and conduct meetings to coordinate any follow-up items
  • Facilitate the completion of loan applications, coordinate the collection of documentation, including credit reports, run DU / LP / AUS, send a closing cost worksheet to borrow, and prepare the file for processing
  • Answer questions from customers or employees regarding transactions and give quotes when required to deliver excellent customer service
  • Establish and maintain relationships with referral partners and borrowers to retain existing clients and attract new business
  • Partner closely with the Owner to structure deals, run numbers, and ensure clients are set up for success
  • Manage and oversee the full loan pipeline from intake through funding

Qualifications :

  • 5+ years of experience in mortgage loan processing / operations
  • Strong knowledge of underwriting for conventional, FHA, VA, jumbo, and non-QM loan products
  • The ability to analyze credit reports, income, and asset documents, as well as an understanding of general ways to structure a loan
  • NMLS license preferred (or willingness to obtain)
  • Excellent organizational skills with the ability to manage multiple files simultaneously
  • Strong communication and client service skills
  • Experience with LOS systems (Arive, Encompass, Calyx, etc.) is a plus
  • Leadership experience is highly desirable
  • This role is perfect for someone who :

  • Loves helping people and working in a small business environment
  • Values a steady paycheck in a customer-service-oriented role
  • Enjoys working with numbers and details
  • Wants to enhance the client experience
  • Prefers an in-person work environment where collaboration and hands-on involvement are key
  • About Company

    Robison Home Loans is a small, enterprising business specializing in mortgage services, property management, and mailbox store operations. We are committed to helping clients succeed in homeownership while providing top-tier service in all aspects of our business.

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    Loan Partner • Escondido, CA, US

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