About this Position:

The Loan Partner I will oversee the marketing duties, database management, and scheduling of the Loan Officer. The Loan Partner I will be in direct communication with Clients, Realtors, Builders, and Business Partners. This position requires time management, precise communication and data entry skills.

Top 3 Responsibilities and how you will be measured:

1) Calendar and Lead Tracker

Measurement: Schedule all new leads and appointments for the team.

2) Team Leaders Organization

Measurement: Loan Officer has 15 face to face meetings every week.

Keep Team Leader on track with calls and schedule

3) Manage all Database and Marketing

Measurement: Manage mailings and emails that go out every month.


Some Essential Duties of the Position:

·         Set appointments for Team Leader.

·         Confirm all appointments the day before and the day of the appointment.

·         Answer incoming calls to the team.

·         Call back new leads within one hour; maintain 35% + conversion rate.

·         Perform initial set up of files in Origination System.

·         Make copies for Clients and copy packages/scans/uploads files.

·         Database management - updates both Client and Referring Partner database with current and up to date information.

·         30-60-90 day calls from closed loans.

·         Manage birthday program.

·         Keep Team Leader on track for all appointments and calls.

·         Send out correspondence, thank you cards, after closing surveys, etc.

·         Assist the Loan Officer with other administrative duties as needed.

·         Return phone calls.

·         Continue to assume responsibilities and help the team grow.

·         Obtain 3 current client referrals per month

Job Requirements:

·         High school diploma or equivalent.

·         Must be able to work 40 hours per week between the hours of 8:00 a.m. and 5:00 p.m.

·         Must be proficient in Word, Excel and Outlook applications.

·         Must have excellent verbal and written communication skills.

·         Must have a fun positive attitude.

·         Must be dependable, self-motivated and require minimal supervision.


To Apply:

Please do not apply if you do not meet the above requirements. Please submit resume and cover letter in PDF format to Jobs@Sartipi.com. Any other format will not be considered.

Compensation for this position will depend on experience. Mason-McDuffie Mortgage offers a complete compensation package including Medical/Dental/Vision insurance, 401K, Paid Time Off, Etc.

Please do not contact our office for additional information and please do not apply unless you meet ALL the minimum qualifications above.

Mason-McDuffie Mortgage is an Equal Employment Opportunity Employer. Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act. NMLS# 1141