Job Description

We’re seeking an experienced Loan Partner II (LP2) to join our top-producing mortgage team and work directly alongside our Loan Officers to deliver an exceptional client experience from application to closing. This role is ideal for a driven professional who thrives in a fast-paced environment, combines strong analytical skills with relationship-building expertise, and takes pride in precision and follow-through. The Loan Partner II plays a critical role in the client journey, responsible for accurately prequalifying borrowers, preparing and managing pre-approval letters, and ensuring each loan in the committed pipeline closes smoothly and on time. You’ll collaborate closely with Loan Officers, Processors, Underwriters, and third-party partners to achieve a 95%+ on-time closing rate while maintaining the highest service standards. The ideal candidate is detail-oriented, proactive, and resourceful, with a deep understanding of cash flow, credit, income, and collateral analysis. Exceptional communication and client service skills are essential, as is the ability to build trust and long-term relationships that generate future business. Must be fully fluent in Spanish and English Responsibilities: What You’ll Do As a Loan Partner II (LP2), you’ll be the backbone of the loan process, managing files from start to finish and ensuring every client enjoys a seamless, five-star experience. You’ll work side by side with our Loan Officers, borrowers, Realtors, and processing team to deliver on-time closings, clear communication, and solutions that turn clients into lifelong partners. Prequalify: • Contact all new borrowers within 24 hours of receiving the application. • Review the 1003 application thoroughly and request all supporting documentation to assess cash, credit, and capacity. • Explore every possible option before declining any borrower. • Keep Realtor partners informed and up to date on borrower progress. • Stay up-to-date with program guidelines, investor changes, and product updates to ensure accuracy and compliance. Pre-Approve: • Accurately pre-approve qualified borrowers and clearly communicate the parameters. • Handle payment scenario requests and provide strategic guidance on next steps. • Deliver pre-approval documentation promptly and notify referring agents immediately. • Proactively follow up with pre-approved buyers to strengthen relationships and maintain engagement. • Identify and flag any potential risks or red flags early for team review. • Dedicate time each week to pre-approval outreach and partner follow-ups. Pipeline Management: • Onboard all new contracts for a Rate Lock Consultation and prepare files for Processing. • Submit complete loan applications for eDisclosures and track all milestones to ensure smooth flow. • Conduct regular communication touchpoints, including: • Tuesday Borrower Updates • Pre-Closing Calls (48 hours before closing) • Funding & Congratulations Calls • Maintain a 95%+ on-time closing rate by identifying bottlenecks early and driving resolution. • Participate in weekly pipeline meetings to review loan health and status. • Verify Closing Disclosures for accuracy before signing and ensure all parties are prepared for closing day. • Deliver exceptional post-closing support to enhance client satisfaction and foster future referrals. • Be available for urgent questions after hours when needed to keep deals on track. Qualifications: • Excellent customer service and communication skills and willing to go above and beyond for customers and team • MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred • At least 5+ years of professional office environment required, preferably as a loan officer assistant or mortgage assistant • Although not required, having an NMLS license or training is preferred • Proven experience in mortgage origination, processing, or underwriting. • Strong understanding of loan guidelines, income analysis, credit, and collateral. • Outstanding communication and problem-solving skills. • Ability to manage multiple files in a fast-paced, high-volume environment. • Committed to accuracy, accountability, and exceptional client care. • Fully fluent in Spanish and English (spoken and written). • Driven by excellence and passionate about helping families achieve homeownership. About Company: Mortgage solutions for local and foreign buyers. We offer 401(k), PTO, and Health Insurance.

Job Tags

Local area, Immediate start,

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