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Partner • usa

Last updated: 4 days ago

Loan Partner

USA MortgageChesterfield, MO
Full-time

Assist Loan Officer in the administration and processing of mortgage loans to ensure efficient loan processing in all phases of the loan transaction.Major Areas of Responsibilities.Assist Loan Offi... Show more

Tax Partner

Riverscape Search AgencyBremerton, WA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Partner to add to their growing staff.We offer a very reasonable work life balance, excellent benefits including large potential bo... Show more

Tax Partner

ExcelliSearch, Inc.Bremerton, WA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Partner to add to their growing staff.We offer a very reasonable work life balance, excellent benefits including large potential bo... Show more

People Partner (HR Business Partner)

KoothChicago, IL, US
Full-time
Quick Apply

At Kooth, our mission is to create welcoming, accessible spaces for personalized digital mental health care that empowers young people to thrive.Grounded in an early-intervention model, we help you... Show more

Tax Partner

Joseph Michaels InternationalBremerton, WA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Partner to add to their growing staff.We offer a very reasonable work life balance, excellent benefits including large potential bo... Show more

Partner

BarkerGilmoreFairport, New York, US
Full-time

BarkerGilmore Partners are nationally recognized as industry and thought leaders.As a Partner, you will be responsible for the development of staff at all levels, building and maintaining client ne... Show more

Operating Partner

WhataburgerLake Charles, LA, US
Full-time

As our Operating Partner, you will put your professional and personal skills to work as you manage 24-hour restaurant.You will be responsible for bringing the most out of the Managers, Team Leaders... Show more

Partner

Advisory and Consulting ServicesTampa, FL
Full-time

AmLaw200 firm is seeking to add Partners with significant experience Minimum of 8 years in any practice area would be of interest.Can be located at any of the Florida offices in Tampa, Miami, Orlan... Show more

Tax Partner

Enhanced StaffingBremerton, WA
Full-time

TAX PARTNER - Hybrid - Work from both home and office.Well established, highly profitable regional CPA firm seeks a Tax Partner to add to their growing staff.We offer a very reasonable work life ba... Show more

Tax Partner

SourcePro Search, LLCBremerton, WA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Partner to add to their growing staff.We offer a very reasonable work life balance, excellent benefits including large potential bo... Show more

Partner

Scimitar Inc.United States
Full-time

At Scimitar, we are a boutique life sciences consulting firm that partners with clients to deliver strategic insights and innovative solutions.Our work doesn't stop at developing strategies—we lead... Show more

People Partner

The Hague Institute for Innovation of LawNew York, NY, United States
Full-time

The Center for Justice Innovation is a nonprofit organization dedicated to advancing community safety and racial justice.Since 1996, we've worked alongside communities, courts, and those most direc... Show more

Partner

BranWell FordSuffolk
Full-time

This multi award-winning legal practice with an excellent client base has an opportunity for a Commercial Property Partner to join their very successful team, and this role would suit either an est... Show more

Partner

HHM CPAsChattanooga, TN, USA
Full-time
Quick Apply

HHM CPAs is the 76th largest CPA firm in the US.We are seeking experienced Partners to join our firm as we look to expand our presence as an.This role will be onsite in Chattanooga, TN.Act as an ex... Show more

Partner

Surf Search IncNew York, NY
Full-time

REMOTE PARTNER-LEVEL ATTORNEY OPPORTUNITY.AmLaw 100 or similarly sophisticated firm.Ideal candidates will have deep expertise in one or more of the following areas:.Demonstrated ability to independ... Show more

Partner

New York LifeMobile, AL
Full-time

New York Life is looking to add qualified leaders to effectively embrace, contribute and support the field offices plan to recruit, select, train and develop financial professionals in an effort to... Show more

Partner 22, Executive Talent Partner

Andreessen HorowitzSan Francisco, CA, United States
Full-time

Partner 22, Executive Talent Partner.Menlo Park, California, United States; San Francisco, California, United States.Founded in Silicon Valley in 2009 by Marc Andreessen and Ben Horowitz, Andreesse... Show more

Health Partner

Marsh & McLennanNorwalk, CT, United States
Full-time

We are seeking a talented individual to join our Health & Benefits Consulting team at Mercer.This role will be based in New York, Norwalk, or Boston.This is a hybrid role that has a requirement of ... Show more

Loan Partner

Loan Partner

USA MortgageChesterfield, MO
30+ days ago
Job type
  • Full-time
Job description

What You'll Do

Assist Loan Officer in the administration and processing of mortgage loans to ensure efficient loan processing in all phases of the loan transaction.

Major Areas of Responsibilities

  • Assist Loan Officer with clerical functions
  • Conduct preliminary research needed on the loan to help determine mortgage eligibility.
  • Set signing appointments. Provide customer service to clients.
  • Prepare files for submission to loan processing
  • Update and mine marketing database for new loans
  • Any other miscellaneous requirements of the team

Primary Objectives

Assist the Loan Officer on specific tasks to allow the LO to be most effective and productive in his/her role.

Pull and analyze research regarding the property, credit, and other aspects of the file.

Specific Responsibilities

  • Make copies of borrower information, filing, and other administrative duties as instructed by the Loan Officer.
  • Assist in pre-qualifications and pre-approval orders as instructed by the Loan Officer. Pull credit reports and running AUS. Contact borrower for any and/or additional information required. Set signing appointments.
  • Communicate with parties to schedule and set signing appointment.
  • Assist in pre-qualifications and pre-approval orders as instructed by the Loan Officer. Pull credit reports and running AUS. Contact borrower for any and/or additional information required. Data input function including setting up new customer files with application data.
  • Update the Loan Officer’s database, mail thank-you notes to customers and realtors.
  • Clerical ad hoc duties, as needed.
Requirements

Job Requirements

  • Administrative assistance, clerical, and customer service knowledge and experience. Mortgage banking industry, familiar with Conventional, FHA, and VA mortgage products. Clear understanding of the current RESPA laws and guidelines.
  • Teamwork and productivity skills. Must possess excellent problem solving and customer service skills.
  • P/C computer skills with solid understanding of MS Office and the ability to use the loan origination system. Encompass experience a plus.
  • Administrative practices and procedures.
  • Teamwork, customer service, motivation, design, ethics, safety & security, project management, business acumen and professionalism.

Education & Experience

  • High school diploma or equivalent required. 2-4 year college curriculum preferred.
  • Minimum one year experience and/or training.
  • Knowledge of Encompass Database software and or equivalent along with basic computer skills.
  • Originator License

Work Environment

  • Office environment. Daily computer use and close vision. Regular attendance is required.
  • Fast paced, high volume activities.
  • In order to succeed in this position, attention to detail in a fast-paced environment with excellent sales and customer service skills is a must.