Bilingual Mortgage Loan Partner

Responsibilities Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/loan officer. Assemble loan documentation required for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork. Be the primary liaison between the mortgage loan officer and our clients, scheduling meetings to discuss outstanding items. Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction. Assist with administrative duties such as making and screening calls, booking appointments, etc. Prequalify: contact all new borrowers within 24 hours of receiving the application; review the 1003 in detail and request supporting documentation to evaluate cash, credit, and capacity; conduct a complete income analysis and explore all viable options before declining a borrower; keep Realtor partners informed of borrower progress; stay current on program guidelines, investor updates, and product changes; deliver prequalification decisions within a 4‑hour turnaround window. Pre‑Approve: accurately pre‑approve eligible borrowers and clearly communicate approval parameters; handle payment scenario requests and provide strategic guidance; prepare pre‑approval documentation promptly and notify referring agents; proactively follow up with pre‑approved borrowers to maintain engagement; identify potential risks or red flags early for team review; dedicate consistent weekly time to partner outreach and borrower follow‑up. Pipeline Management: onboard new contracts for Rate Lock Consultation and prepare files for processing; submit complete loan applications for eDisclosures and monitor all milestones; maintain structured communication; maintain an on‑time closing rate of 95% or higher; identify bottlenecks early and drive resolution; participate in pipeline meetings; review Closing Disclosures for accuracy and ensure all parties are prepared for closing; provide post‑closing support to enhance client satisfaction; be available for urgent questions outside business hours when necessary to keep transactions on track. Qualifications Not required, but an NMLS license or training is preferred. Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred. Highly motivated and goal‑oriented with excellent customer service and communication skills. At least 5+ years of professional office experience; preferably as a loan officer assistant or mortgage assistant. Preferred degree in banking or finance, and a high school diploma or equivalent is required. Fully fluent in Spanish and English, spoken and written. Minimum of 2 years mortgage experience. Proven experience in origination, processing, or underwriting. Strong understanding of guidelines, income analysis, credit, and collateral. Ability to manage a fast‑paced pipeline of 25 or more active loans. Calm operator who performs well under pressure and maintains accuracy. Upbeat and solutions‑driven personality. Excellent communication and customer service skills. Proficient in MS Office, CRM platforms, MLS, DU, and mortgage‑related software. Compensation $50,000 + Bonus #J-18808-Ljbffr