Your career is an important part of who you are. Waterstone Mortgage is committed to helping our employees make the most of their professional life. Whether your strength is in sales or you enjoy working behind the scenes to help an organization grow, you can find a fulfilling career with our company. Not to mention, you get to help people achieve their home ownership dreams every single day — and that is an awesome feeling.

Waterstone Mortgage is known for its technology and future-focused vision in the residential mortgage industry. But we’re also all about awesome people, and our positive company culture is a huge part of who we are. We don’t just offer great benefits — we go above and beyond to help our employees
grow, learn, and have fun in the process. We offer:

• 15-year history of stability and growth
• Advancement opportunities
• Ongoing training opportunities
• Employee engagement
• Ability to relocate

Our company is made up of more than 600 employees who are passionate about what they do. Along with the usual medical insurance benefits, 401(k) matching, and life insurance, we enjoy outstanding growth opportunities within the company. Professional events, conferences, and trainings are also regular occurrences — meaning we have all the tools we need to thrive in our careers. Plus, our leadership is top‑notch; they’re approachable, provide great mentorship, and are some of the best
mortgage professionals in the industry.

Take charge of your future with a rewarding career at Waterstone Mortgage.

SUMMARY:

The primary function of the Loan Partner is to manage the Loan Officer’s pipeline and to make certain
that all loans are ready for submission to the Processing Department. This position is also responsible for communicating with referral partners, current and past clients, listing and selling agents, title
companies, lenders and Underwriters to solidify relationships and garnerfuture business.

Individuals in this position shall not engage in loan origination during the course of his/her
employment with WMC. Loan origination is defined as (1) taking a residential mortgage loan application; or (2) offering or negotiating terms of a residential mortgage loan for compensation or gain; (3)
advertising or communicating to the public that you can perform loan origination services. Please see the Loan Originator Compensation Policy for more details on the definition of loan origination.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Screen calls and book appointments for Loan Originator.
• Track leads on a daily basis for Loan Originator.
• Ensure the CRM is updated with new listing agents, referring agents, title companies, and builders.
• Conducts weekly pipeline meetings with Loan Originators and addresses, and coordinates any additional follow-up items.
• Answers questions regarding closing requirements from, but not limited to other staff members, branches vendors and investors.
• Track all requested documents in Encompass.
• Respond to customer inquiries and other related parties on transactions as needed.
• Responsible for tracking all leads until an appointment is scheduled on the calendar.
• Maintain LO calendar. This includes scheduling, updating and confirming appointments.
• Complete regulatory and compliance training as required.
• Pull credit and other documents as they pertain to lead generation.
• Conduct annual mortgage update calls and schedule reviews, run “Closed Loan Report” and review details of “closed” loans.

ADDITIONAL DUTIES:

• Complete any additional duties assigned by management
• Complete regulatory and compliance training, as required
• Assist WMC employees and departments as needed
• Responsible for partnering with Corporate Marketing to create and/or order marketing
• Oversee and manage event planning for client events

SUPERVISORY RESPONSIBILITIES:
The Loan Partner I will provide leadership and supervision over managing the Loan Officer’s pipeline and to make certain all loans are ready for submission to the Processing department. .

QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge,
skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:
High school diploma or general education degree (GED) is required. Five plus years of conventional fixed and ARM, HELOC and construction mortgage loan processing.is required Extensive knowledge of VA and FHA products is required. Previous experience and knowledge of Real Estate
compliance guidelines and the ability to implement them is a plus.

COMPUTER SKILLS:
Proficient knowledge of related computer applications such as Microsoft Office is required. Experience on Encompass LOS system or other mortgage processing software is required, DU, LP and other automated engine submissions experience is preferred.

LANGUAGE SKILLS:
Good grammar and diction are required. Ability to read and comprehend instructions, write correspondence and write memorandums is required. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the
organization is required.

MATHEMATICAL SKILLS:
Ability to add, subtract, multiply, and divide in all units of measure using whole numbers, common fractions, and decimals is required. Ability to compute rate, ratio, and percent in practical situations is
required.

CUSTOMER SERVICE SKILLS: Using excellent customer service skills which includes maintaining a good attitude, taking ownership of meeting customer needs, going above and beyond for customers, demonstrating a commitment to sharpening skills through education and training, using positive communication, and looking for opportunities to respect customers’ time and schedules is
required.

REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables
in situations where only limited standardization exists is required. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form is required.

CERTIFICATES, LICENSES, REGISTRATIONS: This position does not require certificates, licenses and registrations.

PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Positions at Waterstone Mortgage require the following physical activity: the employee is required to sit for extended periods and to walk; stand; and stoop, kneel or crouch. The employee must occasionally lift and move objects up to 20 pounds. The employee must have the ability to view a computer screen and operate a keyboard.

WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The work environment is a professional office environment where a conservative business dress code is in effect. The noise level in the work environment is usually moderate.

Salary:  DOE

Bonus: Yes

Relocation : N/A

Travel: N/A

Car: N/A

Additional Benefit Information:
Full Benefits Package -  Full Health Insurance and Matching 401K

DISCLAIMER:  The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

Job Locations - Gilbert, AZ