Loan Partner

Established in 2006, Heritage Home Loans is a Full-Service Mortgage Bank. We have grown a reputation in our market for offering a comprehensive inventory of loan programs to our clients, and the willingness to go above and beyond common duties to ensure our customers are getting a loan that is custom tailored to their financial needs. We offer an unmatched level of Customer Service in the industry. Our clients are not just numbers to us; they are real people, with real needs and real circumstance giving us a chance to building lifelong relationships in our community.

 Due to the increase in our sales force we are looking for Loan Partners!

Duties and Requirements

Position Details:

  • Working hand in hand with the Loan Officer to help manage daily tasks to increase productivity
  • Assist the licensed Loan Partner with tasks as needed
  • Calendar Scheduling
  • Screening Phone Calls
  • Updating all parties in the transaction on loan progress and milestones
  • Follow up with past clients and referral partners
  • Consistently exceed Client and Realtor expectations
  • Must work well in a Team Environment
  • Attend daily team meetings to go over goals, tasks and pipeline management
  • Must have excellent written and verbal skills and top notch Customer Service Skills

*Some mortgage experience is preferred but strong clerical and organizational skills are a must. You do not have to be licensed for this position.

Compensation depends on experience. We offer a base salary to provide you with some security knowing you will always have a paycheck; and bonus opportunities to increase your earning potential .

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