Job Description

LOCATION: FLOWER MOUND, TEXAS

Schedule: Monday through Friday (ONSITE ONLY)

Hours: 9:00am-6:00pm

Lunch Break: 1-hour lunch break (unpaid)

*This is an entry-level position*

Compensation: $18-22/hr depending on experience

FLSA Status: Hourly Non-Exempt

Benefits:

• Paid Time Off (PTO)
• Health, Vision, and Dental Insurance
• 401k Benefits
• Employee Assistance Programs (EAP)
• Life & AD&D Insurance
• Short-Term Disability

Job Description:

The Loan Partner will oversee the Lead intake and management. They will be in direct communication with Clients, Realtors, Builders, and Business Partners. This position requires time management, precise communication, and data entry skills. This is an entry level position with limitless opportunity for growth. Previous mortgage experience is favorable, but NOT required. All necessary training will be hands-on provided.

Top 3 Responsibilities and how you will be measured:

1) Lead Management

Measurement: Appointments set, credit pulls, Completeness/Accuracy of application. Capacity 75 leads/mo

2) Lead Follow Up

Measurement: Following up with pre-qualified borrowers, executing team checklist for touchpoints.

3) Lead Conversion

Measurement: Help finish loan applications for team lead and accurately keep up with the Lead Tracker. Convert up to 75 leads per month with a 40+% conversion rate to application.

· Being licensed is preferred, but not required

· We're looking for at least one year of recent experience in the mortgage industry (Recent being in the last 12-18 months)

· This person will be customer facing and required to follow up on leads, so we need someone is comfortable on the phone and has a good phone presence - as well as attention to detail and organizationally driven

Job Requirements:

· High school diploma or equivalent.

· Must be able to work 40 hours per week between the hours of 9:00 a.m. and 6:00 p.m.

· Must be proficient in Word, Excel, and Outlook applications.

· Must have excellent verbal and written communication skills.

· Must have a positive attitude.

· Must be dependable, self-motivated and require minimal supervision.

Essential Duties of the Position:

· Confirm all appointments the day before and the day of the appointment.

· Set, manage, and confirm all appointments for the Clients to come in and meet with Loan Officer and/or LP II for loan applications: communicate what items to bring in for appointment etc.

· All leads added to lead tracker, ensure follow up attempts made until appointment is set

· Update referral partners on status of leads received

· Maintain a 40% or higher conversion rate from lead to appointment

· Manage documentation and collect application

· Continue to assume responsibilities and help the team grow.

Physical Demands:

While performing the duties of this job, a person is regularly sitting in a normal office environment at a desk using a computer, phone, fax and copy machine. This person may occasionally need to lift up to 20 pounds.

Work Environment:

Standard office environment

This job description reflects management’s definition of the essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. In addition, the above statements are intended to describe the general nature and level of work being performed by the person assigned to this job.

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