Loan Partner I

NFM Lending

. Provide administrative and clerical support to Loan Originators and Branch Managers throughout the mortgage loan process .

Posted 10/28/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $60,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates proficiency in administrative support within the mortgage loan process, including documentation management, CRM utilization, and effective communication with borrowers and third parties. Exhibits strong organizational skills and attention to detail while managing multiple tasks in a fast-paced environment.

Highest-signal resume keywords

Mortgage Loan ProcessingMicrosoft 365 ProficiencyEncompass Software ExperienceStrong Verbal And Written CommunicationCustomer Service Orientation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Documentation ManagementData EntryLoan File AssemblyPipeline TrackingFile ProcessingOperational SupportLead TrackingDocument PreparationCompliance SupportEvent Coordination

Soft Skills

Attention To DetailOrganizational SkillsProblem-Solving SkillsProfessional Phone EtiquetteEmail Etiquette

Tools & Technologies

CRM SystemsLoan Origination SystemsSocial Media PlatformsDocument Scanning ToolsFile Management Systems

Industry Keywords

MortgageFinancial ServicesAdministrative SupportBorrower CommunicationReferral Partner Coordination

About the role

Key responsibilities & impact

Provide administrative and clerical support to Loan Originators and Branch Managers throughout the mortgage loan process
Collect, organize, and verify borrower documentation as directed by a licensed MLO
Assemble loan files for underwriting submission, ensure completeness, and perform data entry without providing recommendations or credit decisions
Communicate with borrowers and third parties to obtain missing documents or status updates
Maintain borrower records and update CRM and loan origination systems
Coordinate borrower and referral partner appointments
Prepare standard loan-related documents and correspondence for review and delivery by a licensed MLO
Track loan pipeline reports and escalate discrepancies to licensed MLOs
Request additional items needed to satisfy underwriting conditions as directed by the MLO
Facilitate borrower communication regarding loan file status without discussing loan terms
Support marketing and referral partner engagement activities, including marketing kits, social media content, scheduling events, and contact databases
Route inquiries about loan programs, terms, or eligibility to licensed MLOs
Follow up on outstanding borrower documentation requests by phone, email, or secure portal
Generate, organize, and track sales and marketing leads in company CRM systems
Provide general administrative support, including document scanning, file management, supply ordering, and correspondence distribution
Perform other clerical or supportive administrative duties as assigned
Support file processing, compliance, document preparation, operational support, lead tracking, referral partner coordination, pipeline management, social media assistance, CRM marketing campaigns, event coordination, and brand awareness efforts

Requirements

What you’ll need

High school diploma or equivalent required
College degree in business or a related field preferred
Minimum of one year of mortgage, financial services, or administrative experience preferred
Proficient in Microsoft 365
Experience with Encompass or similar loan origination software
Strong verbal and written communication skills
Professional phone and email etiquette
Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment
Exceptional attention to detail and accuracy in documentation
Customer service orientation
Strong organizational and problem-solving skills
Willingness to work occasional overtime or flexible hours as needed
Ability to perform the physical demands of the role, including sitting, walking, using hands to operate computers and other tools, reaching, close vision, and adjusting focus

Benefits

Comp & perks

Base salary range of $60,000.00–$70,000.00
Commission
Potential per-file bonuses
Discretionary bonuses, as applicable
Eligibility to participate in the Total Rewards program
Equal-opportunity employer
Reasonable accommodations for individuals with disabilities