Loan Partner I

Company Name:
Waterstone Mortgage Company

The primary function of the LO Assistant is to manage the Loan Officer's pipeline and to make certain that all loans are ready for submission to the Processing Department. This position is also responsible for communicating with referral partners, current and past clients, listing and selling agents, title companies, lenders and Underwriters to solidify relationships and garner future business.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Screen calls and book appointments for Loan Originator.

Track leads on a daily basis for Loan Originator.

Ensure the CRM is updated with new listing agents, referring agents, title companies, builders, etc.

Conducts weekly pipeline meetings with Loan Originators and addresses, and coordinates any additional follow-up items.

Answers questions regarding closing requirements from, but not limited to other staff members, branches vendors and investors.

Track all requested documents in Encompass.

Respond to customer inquiries and other related parties on transactions as needed.

Responsible for tracking all leads until an appointment is scheduled on the calendar.

Maintain LO calendar. This includes scheduling, updating and confirming appointments.

Complete regulatory and compliance training as required.

Pull credit and other documents as they pertain to lead generation.

Conduct annual mortgage update calls and schedule reviews, run "Closed Loan Report" and review details of "closed" loans.

Individuals in this position shall not engage in loan origination during the course of his/her employment with WMC. Loan origination is defined as (1) taking a residential mortgage loan application; or (2) offering or negotiating terms of a residential mortgage loan for compensation or gain.


Responsible for partnering with Corporate Marketing to create and/or order marketing materials including print, Social Media, etc.
Oversee and manage event planning for client events.


QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE: High school diploma or general education degree (GED). Previous experience and knowledge of Real Estate compliance guidelines and the ability to implement them is a plus.

Additional education and/or experience: 5 plus years of conventional fixed and ARM, HELOC and construction mortgage loan processing. Extensive knowledge (and previous experience) of VA and FHA products.

COMPUTER SKILLS: Experience on Encompass LOS system or other mortgage processing software, DU, LP and other automated engine submissions, Microsoft Word, Excel, Power Point and Outlook.

LANGUAGE SKILLS: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write clear correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.
CUSTOMER SERVICE SKILLS: Using excellent customer service skills which includes maintaining a good attitude, taking ownership of meeting customer needs, going the "extra mile" for customers, demonstrating a commitment to sharpening skills through education and training, using positive communication, and looking for opportunities to respect customers' time and schedules.

REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.


PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is occasionally required to walk; stand; and stoop, kneel or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.

WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The work environment is a professional office environment where a conservative business dress code is in effect. The noise level in the work environment is usually moderate.

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