Loan Partner Position Available In Wilson, Tennessee
Tallo's Job Summary: The Loan Partner One (LP1) at Preferred Rate, a Middle Tennessee-based Mortgage Company, assists the Loan Officer with lead management, calendar scheduling, and database organization. The role requires strong communication, time management, and data entry skills. Compensation for the position is $50,000 annually. Qualifications include an NMLS License (if required), high school diploma, and proficiency in Microsoft Office Suite.
Job Description
Job Description:
The Loan Partner One (LP1), an Executive/AdministrativeAssistant, oversees the Loan Officer’s lead, calendar, and databasemanagement for the Loan Officer (LO).The LP1 will directlycommunicate with new leads, active prospects, customers, clients,and business partners daily, ensuring a smooth workflow and strongteam chemistry. This role requires strong communication, timemanagement, priority management, and data entry skills.
The LP1 mustprofessionally represent the LO and team and strive to “wow”internally and externally daily.
ResponsibilitiesLeadManagement:
Contact all new leads within 4 hours (or as required) Track all leads using the Lead Tracker Onboard all leads into the CRM Maintain and obsess over all lead-tracking ratios Ensure borrower appointments are scheduled (phone, video, orface-to-face) Provide daily, monthly, quarterly, and annual lead managementreports
Calendar Scheduling Management:
Set 100% of all appointments for LO and the team Confirm all appointments via email, text, or phone (24+ hoursin advance) Review next-day schedules for LO before leaving each day Answer 90% of incoming calls for LO and the team Manage recurring face-to-face business partner meetings forLO Ensure LO is prepared for daily Phone “Power Hour”
DatabaseManagement:
Maintain database organization for the LO Send quarterly Letter-from-the-Heart (LFTH) Evidence of Success(EOS) snail mail Manage birthday and home closing anniversary programs Coordinate 2+ monthly leveraged events (lunch ‘n learns, happyhours, etc.) Help LO send 2+ email newsletters (minimum) and monitor openratesQualifications NMLS License (if required by LO) High school diploma or equivalent Experience with major Loan Origination Systems (Encompass,Calyx Point, etc.) Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint,Outlook, OneNote) Excellent verbal and written communication skills Strong time management and organization Ability to work under pressure and meetdeadlinesCompensation$50,000About Preferred RatePreferred Rate is aMiddle Tennessee-based Mortgage Company. Our vision is to make thecomplex mortgage process simple, fun, and friendly so clients aresmiling at the closing table. We aspire to enrich the lives ofclients by helping them fulfill the dream of homeownership whilebuilding meaningful relationships. Managing relationships with careis our number one priority. We do so by responding timely to calls,keeping everyone informed, explaining complex scenarios inunderstandable terms, and “Wowing” anyone we work with.
We strive toprovide development opportunities and career paths for everyone andrecognize each other’s accomplishments and value! #J-18808-Ljbffr
