Mortgage Loan Partner Pre Approval Specialist

Mortgage Loan Partner 2 (LP2) Pre-Approval Specialist

Are you a bilingual mortgage professional looking for a stable, salaried position as a Loan Partner Pre-Approval Specialist? Would you enjoy being on a team where you can help clients achieve their goal of home ownership without having to hunt for new business or the stress of living 100% on commission? Our ideal applicant is: A self-starter who takes ownership and gets things done
• An excellent communicator who cares about clients
• Someone who thrives in a fast-paced environment and values accuracy
• Personable and professional. You're the voice clients remember
• A team player who supports the loan officer and communicates with confidence
• Detail-driven, accountable, and proud of your work
• Confident speaking with clients in both English and Spanish We are seeking a driven and detail-oriented Loan Partner 2 (LP2) to manage borrower prequalification, pre-approvals, and pipeline execution for a high-performing mortgage team. If you're fluent in both Spanish and English, have a passion for qualifying clients, and want to be part of a great team, this could be the perfect opportunity for you.

The LP2 role plays a critical role in ensuring loans are structured properly, communicated clearly, and closed on time. This role works closely with the Loan Officer, borrowers, processors, underwriters, and third-party partners to maintain 95%+ on-time closings while delivering a concierge-level borrower and referral partner experience.

• Prequalify
  • Serve as an available resource for referral partners when the Loan Officer is unavailable
  • Engage in soft qualification conversations to help assess general borrower readiness and scenario
  • viability
  • Answer referral partner questions such as Condo warrant ability, Bank statement borrower scenarios,
  • Recasting and general loan structure questions
  • Communicate effectively with all referral partners (Realtors, financial advisors, builders, and other
  • partners) using clear, accurate, and compliant language
• Pre-Approve
  • Accurately pre-approve qualified borrowers
  • Prepare payment and scenario requests
  • Proactively engage pre-approved buyers
  • Communicate effectively with referral partners
• Pipeline Management
  • Onboard all new contracts for rate lock consultation
  • Submit applications for processing for disclosures
  • Execute borrower updates, pre-closing, and funding calls
  • Perform daily pipeline “gauge checks”
  • Attend pipeline meetings and milestone reviews
  • Deliver consistent borrower and Realtor updates
  • Review Closing Disclosures for accuracy
  • Conduct pre-closing and congratulatory funding calls
  • Provide post-closing support and urgent after-hours assistance
  • Ensure 95%+ of loans close on time
  • Resolve 95%+ of loan issues prior to LO escalation
• Additional Role Expectations
  • 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

• An active NMLS license is required
• Minimum 5 years of mortgage loan officer assistant, processing, or origination experience
• Proficient 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

Compensation: $60,000 - $80,000 per year