Mortgage Loan Officer Partner

Loan Partner 2 (LP2) Overview

We are seeking a driven and detail‑oriented Loan Partner 2 (LP2) who will manage borrower pre‑qualification, pre‑approvals, and pipeline execution for a high‑performing mortgage team. The LP2 ensures loans are structured properly, communicated clearly, and closed on time while delivering a concierge‑level experience to borrowers and referral partners. The role works closely with the Loan Officer, borrowers, processors, underwriters, and third‑party partners to maintain 95 %+ on‑time closings.

• Serve as an available resource for referral partners.
• Engage in soft qualification conversations to assess general borrower readiness and scenario viability.
• Answer referral partner questions regarding condo warrant ability, bank‑statement borrower scenarios, recasting, and general loan structure.
• Communicate effectively with all referral partners—Realtors, financial advisors, builders, and other partners—using clear, accurate, and compliant language.

• Accurately pre‑approve qualified borrowers.
• Prepare payment and scenario requests.
• Proactively engage pre‑approved buyers.
• Communicate approval terms clearly to borrowers and notify Realtors immediately after issuing approvals.
• Expedite rush pre‑approval requests and flag red flags to the LO or team captain.
• Dedicate weekly time to proactive pre‑approval outreach.

• Onboard all new contracts for rate‑lock consultation.
• Submit applications for processing and disclosure.
• Execute borrower updates, pre‑closing and funding calls.
• Ensure 95 %+ of loans close on time and resolve 95 %+ of loan issues prior to LO escalation.
• Perform daily pipeline gauge checks, attend pipeline meetings, and review milestone reviews.
• Deliver consistent borrower and Realtor updates, review closing disclosures, conduct pre‑closing and congratulatory funding calls, and provide post‑closing support and urgent after‑hours assistance.

• Maintain high professionalism in all written and verbal communication.
• Act as a concierge between borrowers and business partners.
• Consistently exceed borrower and referral partner expectations.

• Active NMLS license required.
• Minimum 5 years experience as a mortgage loan officer assistant, processor, underwriter, or originator.
• Proficiency in DU/DO, LP, and investor guidelines.
• Experience with major LOS platforms.
• Strong verbal and written communication skills.
• Excellent organization, prioritization, and time‑management.
• Ability to collaborate across departments.
• Completion of regulatory and compliance training.

• $60,000 per year plus bonus.