Mortgage Loan Partner

Job Description

Job Description

Are you a mortgage professional who would like a stable, salaried position as a Loan Partner Pre-Approval Specialist?

Would you enjoy being on a Loan Officer team where you can support your Loan Officer by helping clients achieve their goal of homeownership without the stress of living 100% on commission?

Our ideal applicant is:

• A Loan Partner (LOA) who is currently supporting a Loan Officer

• A self-starter who takes ownership and gets things done

• An excellent communicator who cares about 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

We are seeking a driven and detail-oriented Loan Partner 2/Pre-Approval Specialist to manage borrower prequalification, pre-approvals, and pipeline execution for a high-performing mortgage Loan Officer.

If you have a passion for qualifying clients and want to be part of a great Loan Officer, this could be the perfect opportunity for you.

The LP2/Pre-Approval Specialist role plays a critical role in ensuring loans are structured properly and closed on time with excellent communication during every step.

This role works 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.

$80,000 Base Plus $150 Per File Bonus

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 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 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 Disclosures for accuracy

• Conduct pre-closing and congratulatory funding calls

• Provide post-closing support and urgent after-hours assistance

• Ensure loans close on time

• Resolve loan issues prior to 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

• Minimum of 3 years of mortgage loan officer assistant, processing, or origination experience

• Hold at least one active, valid state MLO license through the NMLS

• Proficient in DU/DO, LP, and investor guidelines

• Experience with major LOS platforms

• Strong verbal and written communication skills

• Excellent organization, prioritization, time management, and follow-up

• Ability to collaborate across departments

• Completion of regulatory and compliance training

Modern Mortgage is a growing brokerage built around relationships, responsiveness, and teamwork to give the borrower white-glove treatment.

We're building a company where good people can do excellent work. We value experience, judgement, accountability, and collaboration.