Are you looking to work alongside leaders in the mortgage industry who will help you grow your career? We’re looking for a full-time Loan Partner 2 (LP2) who will help our applicants get mortgage-ready and support them throughout the loan process. The Loan Partner is responsible for accurately prequalifying home loan applications, issuing and managing quality pre-approval letters, and overseeing the success of every loan in the committed pipeline.

The LP2 will work cohesively with the Loan Officer(s), borrowers, agents, loan processors, and third parties to close 95%+ of all loans on time while providing an outstanding experience from application to close. This position requires substantial cash, credit, capacity (income), collateral, communication skills, and the ability to be resourceful.

Job seekers should be organized, detail-oriented professionals driven to succeed in their role. If you’re interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today!

3 Core Duties Key Measurements

• Pre-Application:

• Contact all borrower(s) within 24 hours after an Initial Loan Consultation

• Request and review cash, credit, and capacity (income) qualifications for all borrowers

Pre-Approve:

• Accurately pre-approve all eligible borrowers

• Handle payment scenario requests and accurately estimate closing cost scenarios

• Proactively contact pre-approved buyers

• Communicate effectively with realtor partners

Pipeline:

• Onboard all newly received contracts for Rate Lock Consultation

• Submit loan applications to Loan Processing for eDisclosures

• Resolve 95%+ of loan issues before escalating to the Loan Officer
  

Essential Duties of this Position:

Pre-Application:

• Contact all newly received applications within 24 hours of assignment by LO

• Thoroughly review 1003 with the borrower(s) and request necessary documents

• Explore all options before turning down a pre-approval request

• Keep Realtor partners updated on the progress

• Stay up to date on investor guidelines program changes

Pre-Approve:

• Communicate pre-approval parameters to borrowers

• Expedite rush pre-approval requests

• Flag any red flags or potential issues to the LO or Team Captain (if applicable)

• Dedicate a time block weekly to pre-approval outreach

Pipeline:

• Expedite onboarding for newly received contracts

• Attend daily branch pipeline meetings to track loan milestones

• Deliver weekly borrower update calls

• Coordinate closely with loan processing teams

• Consistently exceed borrower and referral partner expectations

• Must maintain an active NMLS license or be willing to get licensed immediately

• Minimum 3 years in mortgage processing, underwriting, or origination

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

• Experience with Loan Origination Systems (ARIVE, Lending Pad, etc.)

• Skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, OneNote)

• Strong verbal and written communication skills

• Ability to work under pressure and meet deadlines

• Excellent time management and organizational skills

• Ability to collaborate across branch and corporate levels.

• Complete compliance training

Bridge Group Mortgage Advisors is led by broker-owner Lance, a Texas native and Army veteran who deployed to Iraq before building a career in mortgage lending. With over a decade in the industry, Lance built BGMA around one simple idea: over-educate the client, and the trust takes care of itself. That same discipline and directness carries through everything the team does — licensed to serve clients across Florida, Texas, Colorado, and Tennessee, with an office based in Ponte Vedra, FL. The mission is simple: help as many people as possible, one file at a time.