Loan Partner I
Company: American Neighborhood Mortgage Acceptance Company
Location: Draper
Posted on: April 2, 2026
|
|
|
Job Description:
Description AnnieMac Home Mortgage is looking to hire a Loan
Partner I to be responsible for assisting one specific Mortgage
Loan Originator or Branch Manager (herein referred to as Team
Leader.) Candidates should have experience directly or indirectly
related to the Mortgage Industry. Under the direct supervision of
the Branch Manager, the job responsibilities of the Loan Partner I
position include, but are not limited, to the following: Manage the
Calendar: Set all appointment for Team Leader. Confirm all
appointments the day before and if you leave a message call the day
of as well. Have at least two call back times scheduled in team
leaders day and change voicemail to reflect those times. Lead
Tracker: Call leads back within 1 hour to set appointments to speak
with a licensed Mortgage Loan Originator. All leads added to lead
tracker. Update the referral source every time you attempt/make
contact with a lead. Bring two copies of lead tracker to each team
meeting. Give borrower a verbal list of what to bring and
directions and make them write it down. Email confirmation of
appointment (list of what to bring, directions, testimonial) to
agent, borrow, and team leader. (put, from (team leader name) in
the re: section of the e-mail. Print credit and put it in the
appointment folder; have it ready for the appointment. Data base
management: Update our database on the 1st of each month with
closed loans from the previous month. E-mail program of the week to
realtor data base every Friday. 30-60-90 day calls for all closed
loans. ABC calls weekly. Birthday Program using CRM tool. Team
Leader Organization: Keep Team Leaders desk organized. Keep Team
Leader on track with calls and schedule. Qualifications This
position is prohibited from discussing and/or negotiating loan
terms with borrowers. High school Diploma or equivalent.
Communication skills. Proficient in Microsoft Office. Detail
oriented and organized. Work Environment/Physical Demands: Will
have to spend long hours sitting and using office equipment and
computers, which can cause muscle and eye strain. Unless
specifically defined upon employment, this position is required to
report to the licensed branch location during working hours, in
order to support the Mortgage Loan Originator or Branch Manager.
AnnieMac Home Mortgage offers a wide range of benefits, including
medical, dental and vision plans, along with voluntary benefits,
including 401K. AnnieMac Home Mortgage is an Equal Opportunity
Employer AnnieMac Home Mortgage participates in E-Verify
Keywords: American Neighborhood Mortgage Acceptance Company, Murray , Loan Partner I, Customer Service & Call Center , Draper, Utah
