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Loan Partner II/Processor

Synergy One Lending in San Diego, CA USA

Benefits Offered

401K, Dental, Life, Medical, Vision

Employment Type

Full-Time

Why Work Here?

“Amazing company culture with incredible growth potential!”

Top 3 Job Duties:

  1. Manage All Loans from Contract to Close

  2. Deliver “WOW” service to Clients, Loan Officers, & Referral Sources

  3. Obtain Current Client Referrals (CCR’s)

Manage All Loans from Contract to Close is measured by:

  1. Loan Turn Time requirements are achieved

  2. Rate Lock Expiration, Pricing, & Fees met

  3. Close on time, 100% of the time (Unless there is a buyer or seller issue)

  4. CD to borrower at least 5 days in advance of closing

Deliver “WOW” service to Clients, Loan Officers, & Referral Sources is measured by:

  1. 90% of Borrower & Realtor Surveys 8 or Higher out of 10

  2. Generate 1 Current Client Referral for every 3 Loans in Process

  3. Weekly Update Status Emails & Calls 100% of the Time

Obtain Current Client Referrals is measured by:

  1. Ask each client mid-way through the process; “How we are doing?”

  2. Current Client Referral is asked for on ALL Loans

Generate 1 Current Client Referral for every 3 Loans in Process

Synergy One Lending

About Synergy One Lending:

Synergy One Lending offers a world class team that has set out to change the mortgage banking world to a positive experience for employees and our partners alike, and stands as one of the nation's most innovative mortgage banking firms. Our dynamic team encompasses true professionals seeking to be the number one brand when it comes to providing real estate financing options in Non-QM/Expanded Credit Mortgages. Synergy One boasts hiring the best talent; We only hire candidates who embody our Core Values of Integrity, Loyalty, Diligence, Compassion and we equip them with the best products and systems to execute at the highest level.

Company website: http://s1lending.com/

Company address: 3131 Camino Del Rio, N Ste 190 San Diego, CA 92108

Posted date: 28 days ago

View all Jobs at Synergy One Lending