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. Responsibilities: 3+ Core Duties & Key Measurements Prequalify 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 warrantability 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 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 Qualifications: • 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

• 3+ Core Duties & Key MeasurementsPrequalify • Serve as an available resource for referral partners • Engage in soft qualification conversations to help assess general borrower readiness and scenario viabilityAnswer referral partner questions such as: • Condo warrantability • 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 languagePre-Approve • Accurately pre-approve qualified borrowers • Prepare payment and scenario requests • Proactively engage pre-approved buyers • Communicate effectively with referral partnersPipeline Management • 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

Compensation:
$50,000-$80,000 per year