LenderNews by Rob Chrisman
  • Follow Us:

Job: Sr. Mortgage Advisor / Partner Relationship Manager

If you’ve registered with us previously, please login now. If you’d like to register, please click the ‘Register’ link below.: : Register | Forgot your password?
Title Sr. Mortgage Advisor / Partner Relationship Manager
Categories Loan Officer
State CA
Job Information

Primary Job:

The Loan Officer is responsible for generating new business, qualifying customers and owning the customer experience from start to finish.

The Loan Officer will also have the “opportunity” to drive and support loan application volume through established partnerships with Credit Unions, Small Banks and Realtors.

The right candidate for this position has a proven ability to build new business by using their own sourcing strategies and foster strong partner relationships by understanding our partner’s business and effectively and seamlessly integrating our products, processes and tools into the partner’s organization and culture.

Essential Duties and Responsibilities (Sr. Mortgage Advisor):

  • Origination of new business on a regular basis, including taking complete applications and qualifying customers
  • Provide consultations and education on the mortgage transaction, teaching about what to expect, setting the timelines and expectations
  • Qualify borrowers; order credit; discuss pricing options; collect documentation; follow-through with client and loan until closing; and own the client experience to ensure expectations are met and customers are happy
  • Set fees and order disclosures – follow up to ensure proper documentation is appropriately signed/acknowledged by Borrowers
  • Work with processor for pipeline management, alignment and collecting missing or additional documentation/information as requested
  • Price & Lock the Loan
  • Keep Encompass records updated and accurate at all times
  • Lead Person on transaction, including all communication to team members and interested parties
  • Ability to develop and maintain a personal business plan which includes all aspects of loan originations from customer service, maintaining and building relationships, networking, marketing/prospecting, knowledge of products and the industry, etc.


Essential Duties and Responsibilities (Relationship Manager):

  • Drive application volume to meet/exceed mutual goals set with the partner
  • Develop annual marketing plans for partners to support business goals, and support implementation of partner marketing strategies
  • Support partner team initiatives and attend/support partner trade events
  • Customize and conduct partner trainings
  • Develop mortgage awareness programs on a regional level in support of partners
  • Exceed customer satisfaction by meeting/exceeding partner satisfaction survey/review target goals
  • Support and collaborate with Products, Operations, and Marketing staff to ensure best in class partner tools, support, and programs
  • On-site support may be required on a regular basis

Desired Qualifications/Requirements:

  • Post-high school degree in business, finance, marketing, other related fields or work equivalent; Associates degree at minimum required
  • Previous work experience as a loan officer (or equivalent) required, with proven ability to achieve sales goals
  • Effective sales, marketing and training skills, including ability to generate new business through networking, referral partners, captive customer base and other referral sources
  • Proven ability to establish lasting business relationships
  • Ability to deal honestly and ethically with clients, employees and business partners to achieve desired goals
  • Strong understanding of loan guidelines, as well as all federal and state regulations
  • Proficiency with MS Word, Excel, and PowerPoint
  • Must have an active NMLS Mortgage Originator License
  • Commitment to company values, policies and procedures
  • Excellent interpersonal communication skills
  • Customer Service – the ability to provide and maintain effective and positive communication
  • Adaptability – an ability to quickly learn new or different techniques, products and computer programs
  • Problem Solving – an ability to effectively analyze and resolve problems at a functional level
  • This person must live our culture every day!  (Respect, Transparency, Scrappy)
  • Other duties as assigned
Apply Now