Production Partner

Branch Operations Plano, Texas


Description

Position Overview:
Relationships are the backbone of Benchmark’s success. The Production Partner supports our amazing loan officers and the clients they bring in by providing excellent service so we can continue to do what we do best. This service includes discussing the terms of a loan, educating clients on the products, and partnering with clients throughout the loan fulfillment process. You will be joining a team that’s been together a long time and enjoys laughing, learning, and winning together.
 
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.)
  • General knowledge of credit reports and debt-to-income ratios
  • Ability to adapt to market changes
  • Knowledge of the mortgage loan process
 

Production Partner

 

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.