Mortgage Loan Partner 2

Mortgage Loan Partner 2 (LP2):
Pre-Approval Specialist

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. The LP2 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.

• Serve as an available resource for referral partners
• 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

• Accurately pre-approve qualified borrowers
• Prepare payment and scenario requests
• Proactively engage pre-approved buyers
• Communicate effectively with referral partners

• Onboard all new contracts for rate lock consultation
• Submit applications for processing for disclosures
• Execute borrower updates, pre-closing, and funding calls
• Ensure 95%+ of loans close on time
• Resolve 95%+ of loan issues prior to LO escalation

• An active NMLS license is required
• Minimum 5 years of mortgage loan officer assistant, processing, underwriting, 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: $50,000 - $80,000+ base salary with potential per-file bonus

$50,000-$80,000 per year