Loan Partner Position Available In Wilson, Tennessee
Tallo's Job Summary: The Loan Partner One (LP1) in Mount Juliet, TN, oversees lead, calendar, and database management for the Loan Officer (LO). This role requires strong communication, time management, and data entry skills. Compensation is $50,000 annually. Responsibilities include lead management, calendar scheduling, and database organization. Qualifications include an NMLS License (if required), high school diploma, and proficiency in Microsoft Office Suite. Recruited by Preferred Rate, a Middle Tennessee-based Mortgage Company focusing on simplifying the mortgage process and building meaningful relationships with clients.
Job Description
Loan Partner 3.4 3.4 out of 5 stars Mount Juliet, TN The Loan Partner One (LP1), an Executive/Administrative Assistant, oversees the Loan Officer’s lead, calendar, and database management for the Loan Officer (LO). The LP1 will directly communicate with new leads, active prospects, customers, clients, and business partners daily, ensuring a smooth workflow and strong team chemistry. This role requires strong communication, time management, priority management, and data entry skills. The LP1 must professionally represent the LO and team and strive to “wow” internally and externally daily.
Compensation:
$50,000
Responsibilities:
Lead Management:
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, or face-to-face) Provide daily, monthly, quarterly annual lead management reports
Calendar Scheduling Management:
Set 100% of all appointments for LO and the team Confirm all appointments via email, text phone (24+ hours in 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 for LO Ensure LO is prepared for daily Phone “Power Hour”
Database Management:
Maintain database organization for the LO Send quarterly Letter-from-the-Heart (LFTH) Evidence of Success (EOS) snailmail Manage birthday, home closing anniversary programs Coordinate 2+ monthly leveraged events (lunch ‘n learns, happy hours, etc.) Help LO send 2+ email newsletters (minimum) and monitor open rates Send handwritten notes, birthday cards, post-closing surveys, gifts, etc.
Qualifications:
NMLS License (if required by LO) High school diploma or equivalent 40-hour workweek minimum 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 meet deadlines About Company Preferred Rate is a Middle Tennessee-based Mortgage Company. Our vision is to make the complex mortgage process simple, fun, and friendly so clients are smiling at the closing table. We aspire to enrich the lives of clients by helping them fulfill the dream of homeownership while building meaningful relationships. Managing relationships with care is our number one priority. We do so by responding timely to calls, keeping everyone informed, explaining complex scenarios in understandable terms, and “Wowing” anyone we work with. We strive to provide development opportunities and career paths for everyone and recognize each other’s accomplishments and value!
