Production Partner

Job Description

Responsible for performing a variety of duties to assist the Call Center Sales Team. Overall goal and intent is to increase efficiency and quality of the sales team loan pipeline. Production partner’s primary role is to ensure a seamless transition of quality application submission to opening.

• Prepare and review all incoming application packages for completeness and compile/organize compliance documents in adherence with federal and LBF guidelines

• Check on outstanding applications in Velocify to ensure they are returned on time either a notary service or direct from the borrowers.

• Set up e-sign applications and printed applications for sales team and deliver to borrower via email or overnight (for printed apps). Ensure complete application before submitting to opening.

• Check package for complete documentation and to ensure that all pages have been signed appropriately.

• Ensure that each package includes counseling certificate and any compliant cover letters, and required Letters of explanations. File must meet minimum standards to submit to intake.

• Production Partner tracks the application from signing date until it’s received in the branch. Communicates with notary as necessary to ensure prompt delivery

• Completed credit card authorization form/appraisal waiver

• Case transfer letter – if applicable

• DOB and SS # Verification

• Income/asset documentation

• Notifies LO and Team Lead of received application and communicates the missing information

• Updates Velocify with notes pertaining to the missing documents

• After 20 days of missing credit card/waiver/case transfer letter the PP issues a 10 day letter to the borrower

• PP is to notify the borrower that the loans is being submitted for opening and provide the processors name and phone number

• Submit to Opener with supporting documentation

• Generate Fed Ex labels as requested

• Check daily Mail

• Make ongoing contact/relationship with borrowers, in conjunction with the loan officer, to gather documents and submit a complete file to opening

• Any other job responsibilities requested by management.

Qualifications

• High School or Equivalent

• Experience:

• 1 to 2 years Mortgage experience preferred

• Experience working in a call center

• Attention to communication with client and Loan Officer

• Attention to details

• Takes initiative

• Computer/phone/document preparation equipment oriented

• Proficient in MS Office Applications such as Word, Excel, PowerPoint and the ability to learn new software

• Detail-oriented individual with good organizational ability

• Excellent verbal and written communication skills

• Problem solving, analysis and solution oriented

• Work as a team player

Additional Information

• Full benefits
• 401(k) with company match.
• Paid time off.
• Potential growth within a growing organization. We promote from within
• Working in a growing and dynamic industry