Mortgage Loan Partner Lp2

Are you a mortgage professional looking for a stable, salaried position as a Loan Partner (LP2) 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.

• 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 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;
  Ensure loans close on time;
  Resolve 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.

• Active NMLS license required
• Minimum 3 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, time management, and follow-up
• Ability to collaborate across departments
• Completion of regulatory and compliance training

$60,000 - $75,000 yearly

• Essential Duties of this Position 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 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
• Ensure loans close on time
• Resolve 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

$60,000-$75,000 per year