Mortgage Loan Partner 2 Pre Approval Specialist

Job Description

Job Description

Are you a mortgage professional looking for a stable, salaried position as a Loan Partner or Preapproval specialist? 

Would you enjoy being on a team where you can help clients achieve their goal of home ownership without having to hunt for new business or the stress of living 100% on commission?

Our ideal applicant is:

• 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
• If you are bilingual in English and Spanish, that's a PLUS!

We are seeking a driven and detail-oriented Loan Partner 2 (LP2) to manage borrower pre-qualification, pre-approvals, and pipeline execution for a high-performing mortgage team. If you have a passion for qualifying clients and want to be part of a great team, this could be the perfect opportunity for you. The LP2 role 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.

$60,000 - $80,000

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 for 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 95%+ of loans close on time
• Resolve 95%+ of 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

• An active NMLS license is required
• Minimum 5 years of mortgage loan officer assistant, processing, 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
• Bilingual in both Spanish and English is a PLUS!

We believe getting a mortgage should feel exciting, not overwhelming.

Our mission is to educate, guide, and empower every client with honest advice, exceptional communication, and financing solutions tailored to their goals.

We believe informed clients make confident decisions, and we're committed to making the mortgage process simple, transparent, and stress-free.

Led by Broker/Owner Kirsten O'Donnell, our team has built a reputation for outstanding service, fast communication, creative problem-solving, and unwavering commitment to clients.

We treat every borrower like family while providing competitive loan options and personalized guidance from application through closing.

We're looking for team members who share our values of integrity, ownership, teamwork, urgency, and genuine care.

If you thrive in a fast-paced environment, love helping people, and enjoy creating exceptional client experiences, we'd love to meet you.