NFM Lending

Bilingual

• Provide administrative and clerical support to Loan Originators and Branch Managers throughout the mortgage loan process.
• Gather borrower documentation, prepare files for underwriting, maintain records, coordinate communications, and assist with marketing and referral activities to ensure a smooth borrower experience.
• Collect, organize, and verify borrower documentation (e.g., paystubs, W-2s, insurance forms) as directed by a licensed MLO.
• Assist in preparing loan files for underwriting submission by assembling documentation, ensuring completeness, and performing data entry into loan origination systems, without providing recommendations or credit decisions.
• Communicate with borrowers and third parties (such as title companies, appraisers, and insurance providers) to obtain missing documents or status updates, following instructions from a licensed MLO.
• Maintain borrower records and update CRM/loan origination systems (e.g., Encompass, Surefire) with accurate data to support licensed MLO workflow.
• Coordinate scheduling of borrower and referral partner appointments on behalf of Loan Originators/Branch Managers.
• Prepare standard loan-related documents and correspondence (e.g., disclosures, closing packages, letters, status updates) for review and delivery by a licensed MLO.
• Track and monitor loan pipeline reports to ensure files are current, escalating discrepancies to licensed MLOs for review.
• Request additional items needed to satisfy underwriting conditions as directed by the MLO, without interpreting or determining sufficiency of those items.
• Facilitate borrower communication regarding loan file status (e.g., 'your appraisal is scheduled','we still need a copy of your homeowner’s insurance') without discussing or explaining loan terms.
• Support marketing and referral partner engagement activities such as preparing marketing kits, coordinating social media content, scheduling events, and maintaining contact databases, under the direction of licensed MLOs.
• Assist in handling inbound inquiries by routing borrower questions regarding loan programs, terms, or eligibility directly to licensed MLOs.
• Follow up on outstanding borrower documentation requests by phone, email, or secure portal, without providing advice or eligibility determinations.
• Generate, organize, and track sales/marketing leads in company CRM systems, ensuring leads are routed to licensed MLOs for follow-up.
• Provide general administrative support, including document scanning, file management, supply ordering, and correspondence distribution.
• Perform other administrative duties as assigned, provided they remain clerical or supportive in nature and do not involve offering or negotiating loan terms.

Loan Partner I – Bilingual Russian

Human Resources

• Provide day-to-day guidance to divisional leadership and team members in the areas of employee relations, fostering leadership success, shaping the employee experience, onboarding, performance management initiatives, terminations and policy interpretation, improvement, and implementation.
• Partner with divisional leaders and managers to create/edit job descriptions to reflect current needs of the organization.
• Proactively audit existing job descriptions to ensure they are aligned to support departmental/organizational changes.
• Provide performance management guidance to divisional leaders and managers (e.g., coaching, counseling, career development, disciplinary actions).
• Work closely with leaders and team members to improve work relationships, build morale, and increase productivity and retention.
• Collaborate with leaders and managers to identify business needs and develop tailored HR strategies to support those needs.
• Lead employee relations investigations for respective divisions and manage documentation while maintaining confidentiality and resolving conflicts efficiently.
• Lead performance and talent development processes for designated divisions, contributing to training delivery and ensuring alignment with organizational objectives.
• Continually evaluate training programs to ensure effectiveness and relevance.
• Utilize exit surveys via technology to analyze results trends and make recommended solutions to improve programs and policies.

Senior Human Resources Business Partner

Affiliate Manager

• Collect, organize, and verify borrower documentation (e.g., paystubs, W-2s, insurance forms) as directed by a licensed MLO.
• Assist in preparing loan files for underwriting submission by assembling documentation, ensuring completeness, and performing data entry into loan origination systems, without providing recommendations or credit decisions.
• Communicate with borrowers and third parties (such as title companies, appraisers, and insurance providers) to obtain missing documents or status updates, following instructions from a licensed MLO.
• Maintain borrower records and update CRM/loan origination systems (e.g., Encompass, Surefire) with accurate data to support licensed MLO workflow.
• Coordinate scheduling of borrower and referral partner appointments on behalf of Loan Originators/Branch Managers.
• Prepare standard loan-related documents and correspondence (e.g., disclosures, closing packages, letters, status updates) for review and delivery by a licensed MLO.
• Track and monitor loan pipeline reports to ensure files are current, escalating discrepancies to licensed MLOs for review.
• Request additional items needed to satisfy underwriting conditions as directed by the MLO, without interpreting or determining sufficiency of those items.
• Facilitate borrower communication regarding loan file status (e.g., “your appraisal is scheduled,” “we still need a copy of your homeowner’s insurance”) without discussing or explaining loan terms.
• Support marketing and referral partner engagement activities such as preparing marketing kits, coordinating social media content, scheduling events, and maintaining contact databases, under the direction of licensed MLOs.
• Assist in handling inbound inquiries by routing borrower questions regarding loan programs, terms, or eligibility directly to licensed MLOs.
• Follow up on outstanding borrower documentation requests by phone, email, or secure portal, without providing advice or eligibility determinations.
• Generate, organize, and track sales/marketing leads in company CRM systems, ensuring leads are routed to licensed MLOs for follow-up.
• Provide general administrative support, including document scanning, file management, supply ordering, and correspondence distribution.
• Perform other administrative duties as assigned, provided they remain clerical or supportive in nature and do not involve offering or negotiating loan terms.

Loan Partner

Business Development Rep

• Engage with real estate agents, builders, financial planners, and other businesses to develop and maintain business relationships
• Network through current, past, and new business-to-business contacts
• Build and maintain strong relationships with stakeholders
• Responsible for structuring, presenting, and selling the NFM Lending brand
• Effectively communicate and work with diverse constituents
• Additional tasks as assigned

Business Development Associate – Outreach Specialist

Closer

• Auditing loan files to prepare Closing documents
• Ensuring timely and complete closing packages
• Collaborating with Processing/Underwriting team and title company

Closer II

General

• Managing the day-to-day operations of the Licensing Department.
• Ensuring compliance with state and federal licensing requirements for mortgage loan originators (MLOs).
• Overseeing timely submission and maintenance of licensing applications, renewals, and regulatory filings through the Nationwide Mortgage Licensing System (NMLS).
• Maintaining accurate licensing records and monitoring regulatory updates.
• Supporting compliance with all applicable licensing requirements and assisting the Legal and Compliance Departments with research, reporting, and special projects as needed.

Loan Partner I – Bilingual Russian

Senior Human Resources Business Partner

Loan Partner

Business Development Associate – Outreach Specialist

Closer II

Licensing Specialist