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Lead and perform lock desk operations: review and verify locks, register loans with investors, issue confirmations, manage Optimal Blue administration, monitor margins and revenue, run performance reports, handle extensions/restructures, maintain LendingPad records, and serve as final authority on lock policy while supporting the team.

Review and verify loan price quotes and lock requests, enter locks in Optimal Blue and the LOS, register loans with investors, maintain LendingPad lock confirmations and secondary tab, audit locks for accuracy, handle extensions and restructures, and communicate lock policy and changes to sales, operations, and investor reps.

Prepare, review, and balance closing documents, ensure compliance with federal and state mortgage regulations, coordinate with processors/title/escrow, run compliance reports, resolve discrepancies, and confirm files are complete and ready for funding using LendingPad.

The Mortgage Loan Partner will enhance the borrower experience by managing communications, coordinating between departments, and resolving issues proactively to ensure smooth loan processing.

The Inside Sales Associate makes high-volume outbound calls to warm leads, gathers qualifying information, and hands off qualified borrowers to Loan Officers, all while maintaining an organized pipeline.

The Loan Officer engages clients through phone and digital channels, advising them on loan products and guiding them through the origination process, while maintaining CRM records.

The Loan Partner orchestrates a seamless mortgage process for borrowers, providing proactive guidance, identifying issues, and ensuring clarity from lock to closing.

The Loan Officer will engage with clients, recommend loan products, guide through the origination process, and maintain CRM activity in HubSpot, focusing on client consultation and closing deals.

The Mortgage Processor manages the pre-underwriting of residential loans, resolving guideline conflicts and ensuring accurate income calculations, while maintaining effective communication with borrowers and loan officers.

The Loan Partner is responsible for providing a five-star borrower experience from loan lock to closing, acting as the primary point of contact and proactively resolving issues to ensure a smooth process for the borrower.