Mortgage Loan Officer Assistant - Loan Partner

Preferred Rate Mortgage is seeking a talented and experienced Mortgage Banking professional to join our team in the Chicagoland area. We're looking for a Mortgage Loan Officer Partner who will work directly with our team and support our loan origination staff. You’ll track leads daily, assist with Loan Applications and Pre-Approvals, schedule appointments for the mortgage team and respond to customer inquiries on transactions as needed. If you are currently a Mortgage Loan Originator or Loan Officer Assistant who has proven mortgage lending sales and operations skills, we encourage you to apply!

One of our "Top" Loan Officers is seeking an enthusiastic Mortgage Loan Partner/Loan Officer Assistant to join the team to support future business growth. The ideal candidate will possess strong sales and relationship-building skills along with strong interpersonal and organizational skills. Mortgage Loan Origination experience as a licensed Loan Officer or Mortgage Loan Officer Assistant is required.

We are committed to providing a rewarding and engaged work experience to develop you as a professional as part of a supportive and collaborative team. If you’re looking to take your career to the next level and be part of a very successful team and company, we want to hear from you.

$50,000 + bonus

• Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
• Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss outstanding items
• Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service

• Support loan officers by managing and tracking daily leads to ensure timely follow-up.
• Assist in preparing and processing loan applications and pre-approvals to streamline the mortgage process.
• Schedule and coordinate appointments for the mortgage team to optimize workflow and client interactions.
• Respond promptly to customer inquiries, providing clear and accurate information on mortgage transactions.
• Collaborate with the loan origination staff to maintain a seamless and efficient operation.
• Monitor and update client records to ensure data accuracy and compliance with industry standards.
• Facilitate communication between clients and the mortgage team to enhance customer satisfaction.

• Excellent customer service and communication skills and willing to go above and beyond for customers and team
• Comprehension of basic loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
• Having an NMLS license is not required, but is preferred

• Having an active NMLS Mortgage license is preferred, or being willing to become licensed within 90 days of hire.

Preferred Rate is a Top 10 National Mortgage Lender partnered with American Pacific Mortgage. Our vision is to make the complex mortgage process simple, fun, and friendly so clients are smiling at the closing table. We aspire to enrich the lives of clients by helping them fulfill the dream of homeownership while building meaningful relationships. Managing relationships with care is our number one priority. We do so by responding timely to calls, keeping everyone informed, explaining complex scenarios in understandable terms, and “wowing” everyone we work with. We strive to provide development opportunities and career paths for everyone, and recognize each other’s accomplishments and value!