Mortgage Loan Partner Loan Officer Assistant; Elite, -Performing Team

Overview

Waterstone Mortgage is hiring a sharp highly accountable Mortgage Loan Partner / Loan Officer Assistant to support an elite high-producing mortgage team in Eagle .

This role is for someone who takes pride in doing things well, communicates proactively, and owns responsibilities fully whether you are currently working in mortgage operations and ready to level up or you’re new to the industry and have a proven track record of taking on a pivotal role with a new company in a new industry quickly.

You’ll succeed in this role if you are proactive, innovative, and persistent. This is not a just tell me what to do environment.

It is a place to grow quickly if you’re coachable, driven, and committed to excellence.

If you’re energized by high standards, clear expectations, and becoming exceptional at your craft, keep reading.

Gwen Swain has been ranked among the top 1% of Mortgage Lenders Nationally for the past 7 years and is seeking to fill one of her most valuable positions on her team. Gwen has been ranked in the top 10 of all mortgage lenders Nationally at Waterstone Mortgage for the past 5 years and her team does so by moving fast, solving problems early, and takes pride in delivering a calm five-star experience for clients and referral partners.

We are intentional about who we hire; we care far more about how you think, how you learn, and how you show up than your resume or past titles.

As a Mortgage Loan Partner / Loan Officer Assistant you will own the day-to-day execution of the loan process for a high-volume pipeline.

Your mission is to manage loans from application through closing while delivering a clear, enjoyable, and organized client experience. You’ll work closely with a dedicated processor and serve as a trusted point of contact for clients, Realtors, and industry partners.

• Manage accounts with the help of our CRM tool to ensure that files keep moving through the pipeline
• Take accurate and complete mortgage loan applications in Encompass (training provided if needed)
• Learn and apply income calculation concepts for hourly, salaried, variable, and self-employed borrowers
• Become proficient in mortgage guidelines and regulations applying them to the applicants specific needs and goals
• Own loan files from application through closing ensuring timelines and documentation stay on track
• Confidently communicate with clients, Realtors, processors, and title partners - handle questions, concerns and objections with professionalism and friendliness
• Anticipate issues and address them early before they become problems
• Maintain organized detailed files and follow established processes consistently

• Files move forward smoothly without last-minute fire drills
• Clients and referral partners feel informed, supported, and confident
• Communication is proactive, clear, and timely especially when challenges arise
• Deadlines are consistently met or exceeded
• You are trusted to own your responsibilities without reminders

This role is a strong fit for someone who:

• Takes extreme ownership and follows through consistently
• Learns quickly, welcomes feedback and applies it immediately
• Is comfortable picking up the phone and delighting the client to build buy-in and loyalty
• Thinks ahead, stays organized, and manages deadlines well
• Takes pride in accuracy, organization, and the quality of their work
• Wants to build mastery, not just do a job

We are open to:

• Candidates currently working as a Loan Partner, Loan Officer Assistant, or in mortgage operations who are seeking advancement
• Candidates new to mortgage lending who have proven experience learning a new industry, systems, terminology, or domain quickly and becoming a trusted contributor

Mortgage experience is helpful but not required. Aptitude, accountability, grit, and coachability matter more.

This is not an entry-level mindset role even if you are new to the mortgage industry.

• Customer service, sales, or client-facing experience (comfort handling conversations and questions is required)
• College degree or at least 1 year of office administration or professional office experience where you…