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Loan Partner I Lp1
Loan Partner I Lp1ResideSimpli • Staten Island, NY, United States
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Loan Partner I Lp1

Loan Partner I Lp1

ResideSimpli • Staten Island, NY, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]
  • Position : Loan Partner I (LP1) Mortgage Operations Support
  • Salary : $45,000 – $60,000 (commensurate with experience)
  • Location : Hybrid – Remote or In-Office (Eastern Time Zone)
  • Employment Type : Full-Time | Flexible Hours
  • Compensation : Base Salary + Training & Bonus Opportunities About the Role We’re seeking a Loan Partner I (LP1) to support a top-producing Loan Officer and play a vital role in ensuring a smooth, efficient, and client-centered mortgage process. This position is ideal for a detail-oriented professional who thrives in a fast-paced environment and enjoys keeping systems, schedules, and relationships running seamlessly behind the scenes. LP1 is the gatekeeper and first point of contact for new clients, responsible for making a strong first impression, setting appointments that stick, and maintaining an exceptional experience from the very first interaction. Responsibilities : Key Responsibilities
  • Lead Management : Onboard all new leads and schedule consultations efficiently to maintain a minimum 70% lead-to-consultation ratio.
  • Schedule Management : Organize and manage the Loan Officer’s calendar to optimize productivity and ensure priority tasks are completed.
  • Database & Relationship Management : Implement and track client engagement programs such as gifting, annual mortgage reviews, and event outreach.
  • Email Management : Handle the Loan Officer’s inbox by filtering, organizing, and delegating emails for timely follow-up.
  • Client Communication : Comfortably speak with clients and referral partners by phone to confirm appointments, follow up on leads, and provide status updates with warmth and professionalism.
  • Administrative Support : Complete expense reports, coordinate documentation, and handle general administrative tasks to support daily operations. What Success Looks Like
  • You consistently set quality appointments that lead to consultations.
  • You create time and space for the Loan Officer to focus on lead generation and closing.
  • You manage details proactively and communicate clearly, clients and partners trust your follow-up. Qualifications : Required Skills & Experience
  • Prior mortgage or financial services experience preferred.
  • Must be comfortable and professional communicating by phone and email.
  • Familiarity with platforms such as Big Purple Dot, RingCentral, Arrive LOS / POS, Gmail or Outlook, and Calendly.
  • Excellent written and verbal communication skills.
  • Strong organizational habits with the ability to manage multiple priorities.
  • Self-motivated and resourceful, with a professional and confident demeanor. Why Join ResideSimpli
  • Competitive salary and performance-based bonuses.
  • Training and professional growth opportunities.
  • Flexible schedule and hybrid work environment.
  • Collaborative culture that values initiative, integrity, and results. Compensation : $45,000 – $60,000
  • Key Responsibilities
  • Lead Management : Onboard all new leads and schedule consultations efficiently to maintain a minimum 70% lead-to-consultation ratio.
  • Schedule Management : Organize and manage the Loan Officer’s calendar to optimize productivity and ensure priority tasks are completed.
  • Database & Relationship Management : Implement and track client engagement programs such as gifting, annual mortgage reviews, and event outreach.
  • Email Management : Handle the Loan Officer’s inbox by filtering, organizing, and delegating emails for timely follow-up.
  • Client Communication : Comfortably speak with clients and referral partners by phone to confirm appointments, follow up on leads, and provide status updates with warmth and professionalism.
  • Administrative Support : Complete expense reports, coordinate documentation, and handle general administrative tasks to support daily operations.What Success Looks Like
  • You consistently set quality appointments that lead to consultations.
  • You create time and space for the Loan Officer to focus on lead generation and closing.
  • You manage details proactively and communicate clearly, clients and partners trust your follow-up.

    • Compensation :

    $45,000-$60,000 per year

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    Loan Partner • Staten Island, NY, United States

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