Licensed Loan Partner - Florida

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    "requisitionDescription": "<div><p data-pasted=\"true\"><strong><span style=\"font-size: 16px;\">Position Summary</span></strong></p><p>The Licensed Loan Partner plays a critical role in our mortgage operation by serving as the first point of contact for prospective clients. This position is responsible for managing inbound and outbound communication, gathering initial borrower information, and guiding clients through the early stages of the loan process. The Licensed Loan Partner ensures a high level of service, responsiveness, and accuracy, helping convert inquiries into pre-approved clients.</p><p><strong>Key Responsibilities</strong></p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Respond promptly to all inbound leads via phone, text, and email&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Initiate outbound calls to new and existing prospects&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Conduct initial client conversations to gather relevant financial and personal information&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Clearly explain next steps in the mortgage process&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Collect and organize required documentation for pre-approval&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Maintain accurate and up-to-date records in the CRM system&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Follow up consistently to ensure all opportunities are fully developed&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Communicate effectively with internal team members and referral partners&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Provide a high level of customer service throughout the intake process&nbsp;</p><p><strong>Performance Expectations</strong></p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Maintain rapid response times for all new inquiries&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Consistently follow up on all leads and active files&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Achieve strong conversion rates from inquiry to pre-approval&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Ensure accuracy and completeness of all collected information&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Demonstrate professionalism and urgency in all client interactions&nbsp;</p><p><strong>Qualifications</strong></p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Strong verbal and written communication skills&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Confident and professional phone presence&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Highly organized with strong attention to detail&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Ability to manage multiple priorities in a fast-paced environment&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Self-motivated with a strong work ethic and sense of urgency&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Proficient with basic computer systems and CRM platforms&nbsp;</p><p><strong>Preferred Experience</strong></p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Previous experience in mortgage, real estate, banking, or financial services is a plus but not required&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Existing NMLS mortgage license or ability to obtain license within first 90 days of employment</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Background in high-volume customer service, sales, or administrative roles is beneficial&nbsp;</p><p><strong>Work Environment</strong></p><p>This role requires consistent communication with clients throughout the day and the ability to perform in a fast-paced, high-volume setting. The ideal candidate is comfortable handling frequent phone interactions and maintaining a high level of organization across multiple active files.</p><p><br></p></div>\n",
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