New Penn Financial

Loan Officer (Partners United Financial )

Job Locations US-OH-Cleveland
Job ID


Partners United


If you would like to work with a great manager with an awesome team, apply to be a loan officer with Partners United. Partners United is a JV with New Penn Financial and is a strategic partnership with Russell Real Estate. 


Primary Function:


Regularly engaged in outside sales activities to originate mortgage loans from self generated leads.


Principal Duties

  • Sell loan products offered by New Penn Financial, llc
  • Contact prospective clients to develop and maintain referral sources.
  • Meet with prospective clients at outside locations such as a client’s home.
  • Make in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower leads.
  • Engage in marketing and promotional activities in support of your own sales.
  • Meet monthly minimum personal production goals (3 units)
  • Take mortgage loan applications and prepare effective loan proposals:
    • Determine a consumer’s needs and offer the appropriate product
    • Originate loans for appropriate amounts, rates, and terms that comply with NPF’s program guidelines
  • Provide consumers with a superior level of customer service:
    • Quickly and accurately answer all customer inquiries in a professional manner.
    • Obtain all information deemed necessary to process loan requests in a timely manner, including but not limited to credit reports, income verification, appraisals, lien searches, etc. Analyze the information and provide insight where appropriate.
    • Provide assistance to applicants and solve all problems that may arise between application and settlement
  • Stay informed of developing trends in the mortgage industry
  • Attend/assist with scheduled meetings, training sessions and courses
  • Maintain compliance with all industry-specific federal and state licensed activity requirements and New Penn Financial’s Code of Conduct

Principal Customers of the Position 

  • Internal Customers: Underwriting, Processing, Closing, Quality Assurance, Vendor Coordination, and Secondary Marketing
  • External Customer: The Borrower(s)


Education and Experience Requirements

  • Must qualify for and obtain state licensure in the states where New Penn Financial does business; mortgage licensure requires a good credit score, no tax liens and a clean criminal background check
  • Minimum successful 3 years mortgage loan origination experience
  • 2 year college degree preferred (or equivalent experience)
  • Proven sales skills and leadership abilities

Knowledge, Skill and Ability Requirements

  • Ability to quickly connect with people in an outgoing, friendly manner
  • Persuasive, selling communication skills
  • Strong sense of responsibility for completing work quickly and accurately
  • Ability to handle faster-than-average pace of activities
  • Detail-orientation with efficient focus on work activities
  • Careful decision-making skill with ability to avoid mistakes
  • Ability to delegate in a positive style with thorough follow up skills
  • Excellent oral, written, listening, and organizational skills
  • Basic computer skills
  • Ability to work independently

New Penn Financial, LLC is an Equal Opportunity Employer and Equal Opportunity Lender.


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