Advanced Loan Partner

Overview

Loan Partner 2 (LP2) — Build, Learn & Scale With a Top Nexa Mortgage Team

Team:
Rate Right Team, powered by Nexa Mortgage (the largest mortgage broker in the U.S.).

Location:

In-office for first 90 days - Hybrid thereafter.

Why This Role Exists We are a small but fast-growing mortgage team operating inside Nexa Mortgage, the #1 wholesale mortgage broker in the country, with access to 280+ lenders. We currently average 8 loans per month and are positioned to grow to 15+ loans per month within the next 3–6 months. This role is a key driver of that growth and is a career-building opportunity for someone who wants to master the mortgage process, gain exposure to leadership, and grow into a high-impact operational role.

Your Role on the Team As our Loan Partner 2 (LP2), you’ll be the execution backbone supporting:

• 4 Loan Officers
• 1 Loan Officer Assistant (LOA) – you will help manage and develop
• 3 contract processors you’ll collaborate with on active files

You’ll oversee pre-approvals, pipeline execution, borrower and realtor communication, and overall file momentum — ensuring loans move cleanly and on time.

For the first 90 days, this role will be in-office, working closely alongside Yianni Garcia, Team Lead. This shadowing period is intentional and critical. During this time, you will:

• Sit in on real borrower and realtor conversations
• Learn how complex scenarios are structured and solved
• Adopt the team’s systems, workflows, and communication standards
• Build confidence, autonomy, and decision-making speed

After ramp-up, the role will transition to a hybrid structure, once self-sufficiency and adoption are achieved.

• $70,000 base salary
• $150 per closed loan bonus
• Compensation Outlook: At current production (8 loans/month): ~$85,000 annually
• At scaled production (16-20 loans/month within 3–6 months): $100,000+ annually
• Additional benefits include: Health insurance, Standard employee benefits, Nexa revenue share program, Long-term growth and leadership upside as the team scales

You’ll be operating inside Nexa Mortgage with the agility of a boutique team and the power of a national platform. This role is designed for someone who wants to learn fast, contribute immediately, and grow with the business.

• Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/loan officer
• Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
• Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss outstanding items
• Provide administrative support such as screening and making calls, booking appointments, etc.
• Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction

• Review borrower income, assets, credit, and structure
• Issue accurate, confident pre-approvals
• Run payment and closing cost scenarios
• Identify red flags early and collaborate on solutions

• Manage files from contract to close
• Coordinate with processors, underwriting, and third parties
• Deliver weekly borrower and realtor updates
• Ensure deadlines, contingencies, and milestones are met
• Help close 95%+ of loans on time

• Support and help manage the Loan Officer Assistant
• Collaborate closely with contract processors
• Improve systems and workflows as volume increases

• Attend realtor events and networking functions
• Occasional travel for conferences, Nexa corporate trainings, and learning & development
• Exposure to high-level mortgage strategy and leadership inside Nexa

• Highly motivated and goal-oriented with excellent customer service and communication skills
• Preferred degree in banking or finance, and a high school diploma or equivalent is required
• Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred
• At least 5+ years of professional office environment required, preferably as a loan officer assistant or mortgage assistant
• Although not required, having an NMLS license or training is preferred

• 3+ years in mortgage processing, underwriting, origination, or LP work
• Understands guidelines and enjoys problem-solving
• Is organized, proactive, and calm under pressure
• Wants hands-on mentorship and long-term growth
• Values execution, ownership, and momentum
• Spanish fluency is a plus, but not required

Compensation: $85,000 - $100,000 yearly