Overview:
We are seeking a highly communicative and solutions-oriented professional to support and grow our partner network. This role blends elements of mortgage sales and operations, requiring both relationship management and technical expertise to ensure a seamless loan process from submission through funding.
Key Responsibilities:
- Onboard new partners to the TLS platform, providing hands-on training on pricing, loan structuring, and submission processes.
- Serve as a primary point of contact for partners throughout the loan lifecycle, ensuring a smooth and efficient experience from initial submission to final funding.
- Utilize product guidelines and lending knowledge to evaluate loan scenarios and provide accurate, timely guidance to partners.
- Collaborate closely with Account Executives to develop and strengthen partner relationships, supporting business growth initiatives.
- Maintain proactive and consistent communication with loan officers, including phone-based problem solving and scenario discussions.
- Troubleshoot challenges and identify solutions quickly to keep loans progressing and partners satisfied.
Qualifications:
- Background in mortgage sales, operations, or a hybrid of both.
- Strong understanding of loan products, guidelines, and the mortgage process.
- Excellent communication skills with a willingness to engage partners via phone and email regularly.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong problem-solving skills and a customer-focused mindset.
- Experience working with third-party originators or broker partners is a plus.
Preferred Skills:
- Familiarity with loan pricing engines and submission platforms.
- Relationship-building mindset with a focus on partner success and retention.
- Detail-oriented with strong organizational skills.