Mortgage Loan Partner PreApproval Specialist

Are you a bilingual mortgage professional who is fluent in both Spanish and English and looking for a stable, salaried position as a Loan Partner 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? 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.

If you're fluent in both Spanish and English, 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. You would work closely with the Loan Officer, borrowers, processors, underwriters, and third-party partners to maintain on-time closings while delivering a concierge-level borrower and referral partner experience.

We’re looking for an experienced mortgage professional who takes pride in their work, thinks critically, and enjoys being part of a collaborative, high-performing team. This is a great opportunity for someone who already has a strong foundation in mortgage lending and agency guidelines and wants the autonomy to truly own their role. You’ll be given clear expectations, the tools and support you need to succeed, and the trust to make decisions, solve problems, and manage your responsibilities.

Our team is supportive, solutions-focused, and committed to delivering an exceptional client experience. We help each other, share knowledge, and step in when needed, while also holding ourselves to a high standard of professionalism and accountability. We’re looking for someone who brings a positive attitude, communicates proactively, anticipates challenges, and is always looking for ways to improve. Our ideal candidate:
Takes ownership of their work and follows through without needing constant direction Has strong mortgage knowledge and is proficient in interpreting and applying agency guidelines Thinks critically about a loan file and can identify potential issues before they become problems Is proactive, resourceful, organized, and solutions-oriented Communicates clearly and asks thoughtful questions when additional guidance is needed Is confident working independently while also enjoying being part of a collaborative team Is coachable, open to feedback, and committed to continuous improvement Brings integrity, professionalism, kindness, and a positive attitude to their work Is flexible and willing to step in where needed to help the team succeed Genuinely cares about providing an exceptional experience for 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 Confident speaking with clients in both English and Spanish Responsibilities:
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…