In-House Loan Partner

Are you interested in a position in the mortgage industry where you get to help clients secure the home of their dreams without having to go out and get new business? If so, this is the job for you!

Our industry-leading team is in need of a full-time loan partner who can take our business to the next level! You’ll work with the loan officer to structure loans for clients and get them mortgage-ready. The loan officer will go out into the field to identify new business leads and pass the torch to you, so you can focus on reviewing income, customer credit, and documentation to assure a successful close.

Our ideal candidate is goal-oriented, hardworking, and highly detail-oriented. We will provide you with the tools and training you need to achieve your career goals. If you love helping people and want to join an extraordinary team that will challenge you to grow, this is the place for you. Start your application today!

• Orchestrate the completion of loan applications, coordinate the collection of documentation including credit reports, run DU/LP/AUS, prepare the file for processing, and send a closing cost worksheet to borrowers
• Check each document in the loan package for omissions, discrepancies, and inaccurate income calculations and promptly notify the loan originator of any errors
• Liaise between clients, referral partners, and the loan officer, serving as their primary contact during the “contact to contract” phase of the loan process, and conduct meetings to coordinate any follow-up items
• Respond to all in-house and customer inquiries regarding transactions and provide quotes when needed to offer exceptional customer service
• Establish and maintain relationships with referral partners and borrowers to retain existing clients and attract new business

• Current NMLS license or must be willing to get licensed within 90 days
• Extensive experience with automated underwriting systems such LP and DU
• Able to accurately analyze income, asset documents, and credit reports, and knows how to structure the information properly for a loan
• At least 2 years of previous experience fulfilling the roles of an LOA/Loan Partner, Processor, Loan Officer and/or Underwriter, 5+ years preferred
• Strong communication, interpersonal, time management, and follow-up skills

$80,000 yearly

At Barrett Financial, our mission is to provide exceptional guidance to our customers throughout the entire mortgage loan process. We prioritize personalized attention to meet the unique needs of each customer, ensuring they have a comprehensive understanding of the process. Our team is committed to achieving our mission through empowerment and a can-do attitude, embodied in our company slogan, "Make it happen."