INTERNSHIP DETAILS

Intern

CompanyLegacy Mutual Mortgage
LocationSandy
Work ModeOn Site
PostedMarch 10, 2026
Internship Information
Core Responsibilities
The intern will support a Loan Officer with intermediate-level loan administration tasks, including preparing closing documents, entering data into systems like Encompass, and managing client correspondence and events. Responsibilities also involve learning client relationship techniques, organizing the CRM, and assisting with client updates and special business projects.
Internship Type
full time
Company Size
268
Visa Sponsorship
No
Language
English
Working Hours
40 hours
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About The Company
Legacy Mutual Mortgage is a full service mortgage lender offering a diverse portfolio of home loan and refinance options for both homebuyers and realtors in the communities we serve. We've been in business since 2003 as a full service mortgage banking company originating, underwriting and closing conventional, FHA, VA, Texas Vet and USDA mortgage loans. We are an Equal Opportunity Lender. Gardner Financial Services, LTD., dba Legacy Mutual Mortgage, NMLS #278675, a subsidiary of Texas Partners Bank.
About the Role

Description

Legacy Mutual Mortgage is an outstanding full service residential mortgage lender originating, underwriting and closing conventional, jumbo, FHA, VA and USDA mortgage loans. In business since 2005, we are dedicated to meeting the home loan needs of individual homebuyers while working with our real estate partners in Texas. Our team members are the key to Legacy’s success, and we are looking for highly motivated, qualified individuals to join our talented team. 

Intern will work with a Loan Officer in performing intermediate-level loan administration work. The Intern works under moderate supervision.

  • Assists with the closing of loans by scanning and preparing loan closing documents and related materials, as directed.
  • Enters data into systems, such as Encompass and Outlook calendars, to update client information.
  • Assists in setting up events, as directed.
  • Prepares greeting correspondence to clients.
  • Provides closing gifts to clients.
  • Assists in client meetings, as directed.
  • Learn resources and techniques in conducting business with current clients and prospecting new clients.
  • Lead intake - thorough notes and set up for production team.
  • Lasting impressions - helping organize CRM and keeping contact with past clients through mailers/electronic mail/social media (thank you cards, letter of the heart and evidences of success, etc).
  • In process updates - setting up reoccurring weekly updates for clients and agents. 
  • Attend team meetings and participates, if applicable.
  • Complete special business projects, as assigned.
  • Must maintain regular attendance.
  • May perform other duties as assigned.
  • Other duties as needed by production, and operation team. 


Requirements

  • High school diploma or GED; business-related degree focus in pursuance of degree from a university or college.
  • Working knowledge of and experience with Microsoft Office.
  • Must have general knowledge of office equipment and systems used for the storage and retrieval of business information.
  • Excellent attention to detail.
  • Strong communication and interpersonal skills.
  • Handle multiple tasks simultaneously.
  • Interest in or knowledge of mortgage industry preferred.


Legacy Mutual Mortgage is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.




Key Skills
Loan AdministrationData EntryEncompassOutlook CalendarsClient CorrespondenceCRM OrganizationMicrosoft OfficeAttention To DetailCommunication SkillsInterpersonal SkillsTask ManagementMortgage Industry Knowledge
Categories
Finance & AccountingAdministrative