Loan Partner

NFM Lending

Loan Partner I providing administrative support throughout mortgage loan processes for borrowers. Duties include documentation verification, loan file preparation, and borrower communication.

Posted 6/30/2026full-timeRemote • Texas • 🇺🇸 United StatesJunior💰 $15 - $24 per hourWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

High school diploma or equivalent required; college degree in business or related field preferred.
Minimum of one year of mortgage, financial services, or administrative experience preferred.
Proficient in Microsoft 365 and experience in Encompass or similar loan origination software
Strong verbal and written communication skills with professional phone and email etiquette.
Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment.
Exceptional attention to detail and accuracy in documentation.
Customer service orientation with the ability to build and maintain positive relationships.
Strong organizational and problem-solving skills.
Willingness to work occasional overtime or flexible hours as needed.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development
Bonuses
Equipment allowances

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Data EntryDocumentation VerificationLoan File PreparationPipeline TrackingAdministrative Support

Soft Skills

Organizational SkillsProblem-Solving SkillsTime ManagementProfessional Phone EtiquetteEmail Communication