Bilingual Mortgage Loan Partner

Responsibilities

• 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.
• Assemble loan documentation required 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, scheduling meetings to discuss outstanding items.
• Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction.
• Assist with administrative duties such as making and screening calls, booking appointments, etc.
• Prequalify: contact all new borrowers within 24 hours of receiving the application; review the 1003 in detail and request supporting documentation to evaluate cash, credit, and capacity; conduct a complete income analysis and explore all viable options before declining a borrower; keep Realtor partners informed of borrower progress; stay current on program guidelines, investor updates, and product changes; deliver prequalification decisions within a 4‑hour turnaround window.
• Pre‑Approve: accurately pre‑approve eligible borrowers and clearly communicate approval parameters; handle payment scenario requests and provide strategic guidance; prepare pre‑approval documentation promptly and notify referring agents; proactively follow up with pre‑approved borrowers to maintain engagement; identify potential risks or red flags early for team review; dedicate consistent weekly time to partner outreach and borrower follow‑up.
• Pipeline Management: onboard new contracts for Rate Lock Consultation and prepare files for processing; submit complete loan applications for eDisclosures and monitor all milestones; maintain structured communication; maintain an on‑time closing rate of 95% or higher; identify bottlenecks early and drive resolution; participate in pipeline meetings; review Closing Disclosures for accuracy and ensure all parties are prepared for closing; provide post‑closing support to enhance client satisfaction;
  
  be available for urgent questions outside business hours when necessary to keep transactions on track.

• Not required, but an NMLS license or training is preferred.
• Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred.
• Highly motivated and goal‑oriented with excellent customer service and communication skills.
• At least 5+ years of professional office experience; preferably as a loan officer assistant or mortgage assistant.
• Preferred degree in banking or finance, and a high school diploma or equivalent is required.
• Fully fluent in Spanish and English, spoken and written.
• Minimum of 2 years mortgage experience.
• Proven experience in origination, processing, or underwriting.
• Strong understanding of guidelines, income analysis, credit, and collateral.
• Ability to manage a fast‑paced pipeline of 25 or more active loans.
• Calm operator who performs well under pressure and maintains accuracy.
• Upbeat and solutions‑driven personality.
• Excellent communication and customer service skills.
• Proficient in MS Office, CRM platforms, MLS, DU, and mortgage‑related software.

$50,000 + Bonus