Loan Partner I Lp1ResideSimpli • Staten Island, NY, United States
Loan Partner I Lp1
ResideSimpli • Staten Island, NY, United States
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job_description.job_card.job_descriptionPosition : Loan Partner I (LP1) Mortgage Operations Support Salary : $45,000 – $60,000 (commensurate with experience) Location : Hybrid – Remote or In-Office (Eastern Time Zone) Employment Type : Full-Time | Flexible Hours Compensation : Base Salary + Training & Bonus Opportunities About the Role We’re seeking a Loan Partner I (LP1) to support a top-producing Loan Officer and play a vital role in ensuring a smooth, efficient, and client-centered mortgage process. This position is ideal for a detail-oriented professional who thrives in a fast-paced environment and enjoys keeping systems, schedules, and relationships running seamlessly behind the scenes. LP1 is the gatekeeper and first point of contact for new clients, responsible for making a strong first impression, setting appointments that stick, and maintaining an exceptional experience from the very first interaction. Responsibilities : Key Responsibilities Lead Management : Onboard all new leads and schedule consultations efficiently to maintain a minimum 70% lead-to-consultation ratio. Schedule Management : Organize and manage the Loan Officer’s calendar to optimize productivity and ensure priority tasks are completed. Database & Relationship Management : Implement and track client engagement programs such as gifting, annual mortgage reviews, and event outreach. Email Management : Handle the Loan Officer’s inbox by filtering, organizing, and delegating emails for timely follow-up. Client Communication : Comfortably speak with clients and referral partners by phone to confirm appointments, follow up on leads, and provide status updates with warmth and professionalism. Administrative Support : Complete expense reports, coordinate documentation, and handle general administrative tasks to support daily operations. What Success Looks Like You consistently set quality appointments that lead to consultations. You create time and space for the Loan Officer to focus on lead generation and closing. You manage details proactively and communicate clearly, clients and partners trust your follow-up. Qualifications : Required Skills & Experience Prior mortgage or financial services experience preferred. Must be comfortable and professional communicating by phone and email. Familiarity with platforms such as Big Purple Dot, RingCentral, Arrive LOS / POS, Gmail or Outlook, and Calendly. Excellent written and verbal communication skills. Strong organizational habits with the ability to manage multiple priorities. Self-motivated and resourceful, with a professional and confident demeanor. Why Join ResideSimpli Competitive salary and performance-based bonuses. Training and professional growth opportunities. Flexible schedule and hybrid work environment. Collaborative culture that values initiative, integrity, and results. Compensation : $45,000 – $60,000 Key Responsibilities Lead Management : Onboard all new leads and schedule consultations efficiently to maintain a minimum 70% lead-to-consultation ratio. Schedule Management : Organize and manage the Loan Officer’s calendar to optimize productivity and ensure priority tasks are completed. Database & Relationship Management : Implement and track client engagement programs such as gifting, annual mortgage reviews, and event outreach. Email Management : Handle the Loan Officer’s inbox by filtering, organizing, and delegating emails for timely follow-up. Client Communication : Comfortably speak with clients and referral partners by phone to confirm appointments, follow up on leads, and provide status updates with warmth and professionalism. Administrative Support : Complete expense reports, coordinate documentation, and handle general administrative tasks to support daily operations.What Success Looks Like You consistently set quality appointments that lead to consultations. You create time and space for the Loan Officer to focus on lead generation and closing. You manage details proactively and communicate clearly, clients and partners trust your follow-up.
Compensation :
$45,000-$60,000 per year
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Loan Partner • Staten Island, NY, United States
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