Description

Position Overview:

Relationships are the backbone of Benchmark’s success. The Production Partner will maintain relationships with clients brought into Benchmark and is responsible for communicating, educating, and negotiating offers and terms of a residential mortgage loan.

Ideal candidates for this position have a strong service-oriented mindset, excellent communication skills, and proven knowledge of mortgage lending compliance and regulatory requirements.

Essential Functions of the Role:

• Build and maintain relationships with individuals sourced from the Loan Officer in addition to providing education on mortgage options.
• Analyze mortgage applications and determine the programs best meeting the needs of the consumer.
• Gather required application data and provide initial documents and disclosures to the applicant.
• Communicate and educate the consumer on qualified programs including benefits and risks.
• Provide all applicable initial documents and disclosures to the loan processor.
• Other duties as assigned.

Classification: Non-Exempt 

Essential Knowledge/Skills/Abilities:

• Strong communication skills
• Customer service oriented
• High attention to detail
• Proven ability to prioritize and multi-task
• Knowledge of various loan products (FHA, VA, conventional, etc.)
• Ability to review and calculate income and asset documentation. 
• General knowledge of credit reports and debt-to-income ratios
• Ability to adapt to market changes
• Knowledge of the mortgage loan process

Experience Requirements:

• One to two years loan processing required; loan origination experience preferred.

Education / Licensing Requirements:

• High school diploma or equivalent required. Some college preferred.
• Licensed in market area and registered nationally in NMLS.
• Professional certifications (CMB, CMC, CMPS) preferred.

Working Conditions:

• Fast-paced environment.
• Requires normal vision (corrected) both close and distant.
• Requires normal hearing levels (corrected).
• Requires working at a desk to use a phone and computer for extended periods of time.
• Requires sitting, bending.
• Works effectively with frequent interruptions.
• Lifting requirements of 10 lbs. occasionally.
• Minimal travel >5%.