Loan Partner – US Mortgage | Weekend Coverage (Friday to Tuesday)

Key Responsibilities

• Download appraisals as they arrive, compile all required components (invoice, SSR, appraiser E&O, etc.), upload to the appropriate systems, and email a complete copy of the appraisal report to the team.
• Split title documents and upload them into designated folders, excluding documents providing property tax estimates (as these may not reflect accurate values for new construction loans).
• Accurately tag files in the CRM system for proper tracking and documentation.
• Follow up on stale or inactive pre-approvals to ensure timely updates or closures.
• Facilitate and manage weekly pizza order emails (internal morale initiative).
• Send out Tuesday Updates to clients, agents, and internal team members to keep all parties informed on loan status.
• Process and manage borrower opt-outs from marketing or communication campaigns.
• Assist in preparing and sending loan disclosures as needed.
• Label and stack incoming documents correctly to maintain consistent file organization.
• Perform data verification to ensure all borrower and property information is accurate and up-to-date.
• Add appropriate tags and documentation to ensure compliance and completeness of each file.

Skills, Knowledge and Expertise

• Previous experience in mortgage or loan processing preferred.
• Strong organizational and file management skills.
• Excellent attention to detail and ability to follow through on tasks.
• Proficient with digital file management systems and Microsoft Office Suite.
• Experience with mortgage CRMs and LOS platforms (preferred but not required).
• Excellent written and verbal communication skills.
• Ability to multitask in a fast-paced environment.