The Production Partner is responsible for managing new leads, scheduling consultations, and assisting borrowers with loan application documentation. They also support the Mortgage Advisor by maintaining CRM records, coordinating schedules, and communicating with referral partners.
Associates will participate in a 90-day training program to learn mortgage fundamentals, loan structure, and workflow management. They will gain hands-on experience with loan origination platforms and provide support within the Operations and Sales teams.
The Marketing Operations & Production Assistant will support campaign execution, asset management, and administrative workflows for the marketing team. Responsibilities include maintaining marketing asset libraries, preparing reports, and performing quality assurance on various marketing materials.
The Lock Desk Analyst is responsible for auditing pricing systems, verifying lock requests, and managing loan parameter changes. They also assist with investor guidelines, trade data execution, and resolving operational issues related to rate locks.
Manage a pipeline of prospects across home purchase, refinance, and home equity needs while guiding them through the lending process. Collaborate with loan officers and underwriters to ensure a seamless client experience and drive customer conversion.
The specialist will own the end-to-end integration ecosystem, designing and building scalable solutions across Workday and connected systems. They will partner with cross-functional teams to ensure data integrity, system reliability, and alignment with business processes.
The Internal Lead Mortgage Advisor is responsible for managing and converting inbound mortgage leads while guiding borrowers through the entire application to closing process. They will collaborate with internal teams to optimize performance and ensure a high-quality, consultative experience for all clients.
