Retail Production Partner Support - In Office / Houston

Retail Production Partner Support - In Office / Houston

03 Dec 2024
Texas, Houston, 77001 Houston USA

Retail Production Partner Support - In Office / Houston

Please Note: This position will report into our Houston office, this is not a remote position The Production Partner will be responsible for performing a variety of duties to assist the Retail Inside Sales Team. The overall goal and intent are to increase efficiency and quality of the sales team loan pipeline.  Production Partner’s primary role is to ensure a seamless transition of quality application submission to opening. This position is located in our Houston Office, Monday through Friday. Essential Functions/Specific Duties:Prepare and review all incoming application packages for completeness and compile/organize compliance documents in adherence with federal and LBF guidelinesCheck on outstanding applications in Velocify to ensure they are returned on time either with a notary service or direct from the borrowersSet up e-sign applications and printed applications for sales team and deliver to borrower via email or overnight (for printed apps).  Ensure complete application before submitting to the Intake departmentCheck the package for complete documentation and ensure that all pages have been signed appropriatelyEnsure that each package includes counseling certificate and any compliant cover letters and required Letters of Explanation. File must meet minimum standards to submit to IntakeProduction Partner tracks the application from signing date until it’s received in the branch. Communicates with notaries as necessary to ensure prompt deliveryCompleted credit card authorization form/appraisal waiverCase transfer letter – if applicableCheck daily mailMake ongoing contact/relationship with borrowers, in conjunction with the loan officer, to gather documents and submit a complete file to openingAny other job responsibilities requested by management 

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Job Details

  • ID
    JC52993453
  • State
  • City
  • Job type
    Full-time
  • Salary
    N/A
  • Hiring Company
    Longbridge Financial
  • Date
    2024-12-03
  • Deadline
    2025-02-01
  • Category

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