Mortgage Loan Partner

Job Summary

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.

• Prequalify:
  • Contact all borrowers within 24 hours of initial loan consultation
  • Request and review cash, credit, and income documentation
  • Assess borrower readiness and loan eligibility
• Pre-Approve:
  • Accurately pre-approve qualified borrowers
  • Prepare payment and scenario requests
  • Proactively engage pre-approved buyers
  • Communicate effectively with Realtor partners
• Pipeline Management:
  • Onboard all new contracts for rate lock consultation
  • Submit applications for processing and disclosures
  • Execute borrower updates, pre-closing, and funding calls
    
    Ensure 95%+ of loans close on time
  • Resolve 95%+ of loan issues before 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 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

$60,000 per year, with additional per file bonus may be applicable.