Customer Experience Partner
Listed on 2026-01-13
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Finance & Banking
Banking & Finance, Financial Services, Mortgage Loan Originator / Advisor
Here at Atlantic Bay, we focus on genuinely caring for both our customers and team. We pride ourselves on being adaptable and energetic, especially in fast-paced environments! Our goal is to continuously inspire growth, for each of our team members to reach their goals and aspirations, all the while having fun. We’re in the business of lending peace of mind, whenever, wherever, however.
Atlantic Bay Mortgage Group, recently voted #1 in the nation as the best large mortgage company to work for by National Mortgage News, is seeking a Customer Experience Partner
to join our Atlanta, Georgia team! This is a hybrid position. This position is designed for a mortgage professional who loves working directly with clients, understands how to structure strong files, and takes pride in execution — with no expectation to self‑source business or build an individual book, though any business personally referred is welcomed and compensated.
What you’ll be doing
- Serving as the primary point of contact for borrowers after the initial consultation.
- Reviewing credit, income, assets, and overall loan structure to ensure accuracy and loan strength.
- Preparing and organizing files for pre‑underwriting and conditional approval.
- Clearly communicating loan programs, documentation requirements, timelines, and next steps to borrowers.
- Managing an active pipeline and ensuring all contract contingencies and closing dates are met.
- Issuing and updating pre‑approval letters.
- Delivering and explaining loan disclosure and re‑disclosure packages.
- Partnering closely with the Senior Mortgage Banker & Team to ensure a seamless, high‑touch client experience.
- Confidently retaining borrowers who may be shopping through consultative communication.
- Performing other duties as assigned.
What you’ll bring
- 3–5+ years of mortgage industry experience as a Processor, Senior LOA, or similar role
- Strong mortgage knowledge across Conventional, FHA, VA, and USDA loans
- Comfortable and confident communicating directly with borrowers
- Highly organized, detail‑oriented, and deadline‑driven
- Takes ownership of files and genuinely cares about the client experience
- Willingness to obtain Georgia MLO license
- Values teamwork, consistency, and long‑term commitment
- Knowledge of PC environments to include Microsoft Word and Excel
- Professionalism and strong verbal and written communication skills
- Ability to adapt quickly to a rapidly changing environment
Why This Role Is Different
- All business is provided — no cold calling or Realtor prospecting required
- Six‑figure earning potential without building your own book of business
- Compensation scales with volume and team growth
- Work alongside a top‑producing Senior Mortgage Banker
- Designed for longevity, not burnout
Atlantic Bay offers a dynamic benefits package that includes a competitive base salary, eligibility for monthly bonuses, health insurance, 401(k), PTO, paid volunteer time and your birthday off with pay! Who doesn't love that!
If you have a passion for helping people lead their best life;
Come ride the wave home to Atlantic Bay!
#Grow With Us #Work Life Balancealance
Seniority Level- Entry level
- Full-time
Referrals increase your chances of interviewing at Atlantic Bay Mortgage Group by 2x
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