• Job Description

  Req#: 238870
  Description
  
  Loan Partner / Co-Originator (High-Level Role - Not Processing)
  
  American Mortgage Services, Inc.
  
  American Mortgage Services, Inc. (AMS) is hiring a high-level Loan Partner / Co-Originator to work alongside a producing Loan Officer in a true partnership role. This position is designed for experienced mortgage professionals who actively support production, borrower interaction, deal structure, and referral partner relationships - not administrative or processing-only work.
  
  Our Loan Partners are borrower-facing, sales-support driven, and deeply involved in the loan from start to finish. You will function as an extension of the Loan Officer and play a key role in delivering an exceptional client experience.
  
  Key Responsibilities
  
  • Work directly with borrowers, real estate agents, and referral partners
  • Assist with loan structuring, scenario review, and borrower guidance
  • Manage and communicate pipeline updates while coordinating with processors
  • Collect and review documentation with an understanding of guidelines and deal flow
  • Communicate with lenders, title companies, insurance agents, and third parties
  • Support business development and ongoing referral relationships
  
  This Role Is NOT For
  
  • Entry-level Loan Officer Assistants
  • Processing-only roles
  • Administrative positions without borrower or referral partner interaction
  
  Ideal Background
  
  • 3+ years as a Senior LOA, Loan Partner, or Co-Originator
  • Strong knowledge of loan products, guidelines, and the full mortgage lifecycle
  • Comfortable owning borrower communication and supporting deal strategy
  • Highly organized, proactive, and relationship-focused
  
  
  At AMS, Loan Partners are trusted professionals, not just support staff. If you are a high-level mortgage professional looking for a long-term, production-focused partnership in a collaborative environment, we would love to connect
  
  Work Schedule & Flexibility
  
  This is a hybrid position, with an expectation of working in the office two days per week and remotely the remaining days. As this role supports active loan production and real estate transactions, after-hours and occasional weekend availability are required. The mortgage and real estate industry does not operate strictly within traditional business hours, and responsiveness during peak times is an essential part of this role.
  
  That said, we understand the demands of this schedule and provide meaningful flexibility and leeway in day-to-day scheduling for Loan Partners, recognizing that this position involves stepping in when needed outside standard hours. The ability to accommodate a typical real estate schedule is required and should be expected in a high-level Loan Partner role.
  
  Responsibilities
  • Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
  • Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction
  • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
  • Serve as the primary contact and liaison between clients, branch manager, and assigned loan originator and conduct meetings to coordinate any follow-up items
  • Assist with administrative duties such as making and screening calls, booking appointments, etc.
  
  Qualifications
  • MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred
  • Comprehension of basic loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
  • Although not required, having an NMLS license or training is preferred
  • College degree in finance or banking preferred. High school diploma or equivalent required
  • Excellent customer service and communication skills and willing to go above and beyond for customers and team

• About the company

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