Mortgage Loan Partner 2 PreApproval Specialist

Are you looking for a stable, salaried position as a Loan Partner Pre-Approval Specialist? Would you enjoy being on a team where you would help structure loans, advise on DSCR and Non-QM investor loans, and solve loan puzzles in real time without having to hunt for new business or live 100% on commission? This is an in-house consultative sales and mortgage strategy role for the Loan Officer’s Sr.

Support Closer. Our ideal applicant is: A licensed Loan Partner with the ability to engage in consultative sales and mortgage strategy conversations with real estate investors to assess borrower readiness, evaluate DSCR and Non-QM loan scenario viability, and structure investor loan solutions. A self-starter who takes ownership and gets things done A person who loves solving puzzles in real time An excellent communicator who cares about clients Someone who thrives in a fast-paced environment and values accuracy
· Personable, professional, and coachable A team player who supports the loan officer and communicates with confidence Detail-driven, accountable, proud of your work with a great attitude Bilingual in Spanish and English is a big PLUS+ Experience with DSCR and Non-QM Investor Loans is a big PLUS+ We are seeking a driven and detail-oriented Loan Partner 2 Pre-Approval Specialist to manage borrower prequalification, pre-approvals, and pipeline execution for a high-performing Mortgage Broker team.

If you 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 team member 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.

Compensation - $65,000 - $75,000 with the ability to earn $150,000 - $200,000, including sales bonuses

Responsibilities:

• Prequalify Engage in consultative sales and mortgage strategy conversations with Investors to help assess general borrower readiness and scenario viability
• 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 to 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
• 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

• Ability to conduct consultative sales and mortgage strategy conversations with investors to assess borrower readiness and scenario viability
• 3-5 years of experience as a Mortgage Loan Officer Assistant or in origination
• Active NMLS license and licensed in at least one of these states :
  Georgia, Florida, California, Texas, Arizona
• 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
• Great at collaborating and communicating with the team daily
• Completion of regulatory and compliance training
• Non-QM and DSCR knowledge are a Plus+
• Bilingual (Spanish and English) is a Plus+
• Broker experience is a Plus+
• Compensation: $65,000 - $75,000

Compensation: $65,000-$75,000 per year