Loan Partner I

Job not on LinkedIn

🔥 0 minutes ago

🏄 California – Remote

infoinfo

💵 $60k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🪙 Affiliate Manager

Where this job comes from

Posted on NFM Lending's careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

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Logo of NFM Lending

NFM Lending

1001 - 5000 employees

Founded 1998

💸 Finance

🏦 Banking

🏠 Real Estate

Finance • Banking • Real Estate

NFM Lending is a national mortgage lender that provides home purchase and refinance loans, working with local loan originators and an online application experience. The company emphasizes technology-driven, paperless mortgage processing, electronic document signing, and tools for borrowers, realtors, and builders. It also highlights community involvement and compliance with federal and state lending regulations, serving a broad range of loan types (FHA, VA, USDA, conventional) and supporting borrowers through pre-approval to closing.

📋 Description

• Provide administrative and clerical support to Loan Originators and Branch Managers throughout the mortgage loan process • Collect, organize, and verify borrower documentation as directed by a licensed MLO • Assemble loan files for underwriting submission, ensure completeness, and perform data entry without providing recommendations or credit decisions • Communicate with borrowers and third parties to obtain missing documents or status updates • Maintain borrower records and update CRM and loan origination systems • Coordinate borrower and referral partner appointments • Prepare standard loan-related documents and correspondence for review and delivery by a licensed MLO • Track loan pipeline reports and escalate discrepancies to licensed MLOs • Request additional items needed to satisfy underwriting conditions as directed by the MLO • Facilitate borrower communication regarding loan file status without discussing loan terms • Support marketing and referral partner engagement activities, including marketing kits, social media content, scheduling events, and contact databases • Route inquiries about loan programs, terms, or eligibility to licensed MLOs • Follow up on outstanding borrower documentation requests by phone, email, or secure portal • Generate, organize, and track sales and marketing leads in company CRM systems • Provide general administrative support, including document scanning, file management, supply ordering, and correspondence distribution • Perform other clerical or supportive administrative duties as assigned • Support file processing, compliance, document preparation, operational support, lead tracking, referral partner coordination, pipeline management, social media assistance, CRM marketing campaigns, event coordination, and brand awareness efforts

🎯 Requirements

• High school diploma or equivalent required • College degree in business or a related field preferred • Minimum of one year of mortgage, financial services, or administrative experience preferred • Proficient in Microsoft 365 • Experience with Encompass or similar loan origination software • Strong verbal and written communication skills • Professional phone and email etiquette • Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment • Exceptional attention to detail and accuracy in documentation • Customer service orientation • Strong organizational and problem-solving skills • Willingness to work occasional overtime or flexible hours as needed • Ability to perform the physical demands of the role, including sitting, walking, using hands to operate computers and other tools, reaching, close vision, and adjusting focus

🏖️ Benefits

• Base salary range of $60,000.00–$70,000.00 • Commission • Potential per-file bonuses • Discretionary bonuses, as applicable • Eligibility to participate in the Total Rewards program • Equal-opportunity employer • Reasonable accommodations for individuals with disabilities

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