Loan Partner Administrator

Job Summary

A company is looking for a Loan Partner Admin to support both external clients and the internal team in the mortgage industry.

Key Responsibilities:

• Manage and input new leads in the CRM system until applications are received
• Respond to website-generated leads and assist with team phone inquiries
• Ensure completeness of loan applications and facilitate smooth transitions to the Pre-Approval Specialist

Required Qualifications:

• High School Diploma or equivalent
• Associate's or Bachelor's Degree in Finance, Business Administration, or related field preferred
• Experience in customer service, administrative, or real estate-related roles preferred
• Familiarity with Microsoft and CRM systems (e.g., Jungo/Salesforce) preferred
• Ability to work under pressure in a high-volume environment while meeting deadlines