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.
Responsibilities: 3 Core Duties Key Measurements • Prequalify • Contact all borrowers within24 hoursof 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 for disclosures • Execute borrower updates, pre-closing, and funding calls • 95%+ of loans close on time • 95%+ of loan issuesprior to LO escalation Essential Duties of This Position Prequalify • Review the 1003 with borrowers and request documentation • Explore all viable options before declining a pre-approval • Keep Realtors informed throughout the process • Stay current on investor guidelines and program changes Pre-Approve • Communicate approval terms clearly to borrowers • Issue supplemental pre-approval documentation • Notify Realtors immediately after issuing approvals • Expedite rush pre-approval requests • Flag red flags to the LO or Team Captain • Dedicate weekly time to proactive pre-approval outreach Pipeline • 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 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 Qualifications: • 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 Compensation: 60,000 + per file bonus may be applicable
• 3 Core Duties Key Measurements • Prequalify • Contact all borrowers within24 hoursof initial loan consultation • Request and review cash, credit, and income documentation • Assess borrower readiness and loan eligibilityPre-Approve • Accurately pre-approve qualified borrowers • Prepare payment and scenario requests • Proactively engage pre-approved buyers • Communicate effectively with Realtor partnersPipeline Management • Onboard all new contracts for rate lock consultation • Submit applications for processing for disclosures • Execute borrower updates, pre-closing, and funding calls • 95%+ of loans close on time • 95%+ of loan issuesprior to LO escalationEssential Duties of This PositionPrequalify • Review the 1003 with borrowers and request documentation • Explore all viable options before declining a pre-approval • Keep Realtors informed throughout the process • Stay current on investor guidelines and program changesPre-Approve • Communicate approval terms clearly to borrowers • Issue supplemental pre-approval documentation • Notify Realtors immediately after issuing approvals • Expedite rush pre-approval requests • Flag red flags to the LO or Team Captain • Dedicate weekly time to proactive pre-approval outreachPipeline • 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 assistanceAdditional 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
Compensation:
$60,000 per year
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.
Responsibilities: 3 Core Duties Key Measurements • Prequalify • Contact all borrowers within24 hoursof 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 for disclosures • Execute borrower updates, pre-closing, and funding calls • 95%+ of loans close on time • 95%+ of loan issuesprior to LO escalation Essential Duties of This Position Prequalify • Review the 1003 with borrowers and request documentation • Explore all viable options before declining a pre-approval • Keep Realtors informed throughout the process • Stay current on investor guidelines and program changes Pre-Approve • Communicate approval terms clearly to borrowers • Issue supplemental pre-approval documentation • Notify Realtors immediately after issuing approvals • Expedite rush pre-approval requests • Flag red flags to the LO or Team Captain • Dedicate weekly time to proactive pre-approval outreach Pipeline • 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 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 Qualifications: • 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 Compensation: 60,000 + per file bonus may be applicable
• 3 Core Duties Key Measurements • Prequalify • Contact all borrowers within24 hoursof initial loan consultation • Request and review cash, credit, and income documentation • Assess borrower readiness and loan eligibilityPre-Approve • Accurately pre-approve qualified borrowers • Prepare payment and scenario requests • Proactively engage pre-approved buyers • Communicate effectively with Realtor partnersPipeline Management • Onboard all new contracts for rate lock consultation • Submit applications for processing for disclosures • Execute borrower updates, pre-closing, and funding calls • 95%+ of loans close on time • 95%+ of loan issuesprior to LO escalationEssential Duties of This PositionPrequalify • Review the 1003 with borrowers and request documentation • Explore all viable options before declining a pre-approval • Keep Realtors informed throughout the process • Stay current on investor guidelines and program changesPre-Approve • Communicate approval terms clearly to borrowers • Issue supplemental pre-approval documentation • Notify Realtors immediately after issuing approvals • Expedite rush pre-approval requests • Flag red flags to the LO or Team Captain • Dedicate weekly time to proactive pre-approval outreachPipeline • 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 assistanceAdditional 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
Compensation:
$60,000 per year
