We are looking for a highly skilled loan partner to join our top-producing team and work alongside our loan officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, apply now!

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 the 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.
• Execute outstanding weekly borrower and realtor Updates, Pre-Closing Funding Calls.
• Ensure 95%+ loans close on time with daily check-ins to address choke points. Resolve 95%+ of loan issues before escalating to the Mortgage Advisor

Essential Duties of the Position:

Pre-Application:

• Contact all newly received applications within 24 hours of assignment by the 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.
• Provide supplemental pre-approval documents.
• Notify the referring Realtor immediately after issuing pre-approval. 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.
• Perform a daily “gauge check” to identify “hot loans.”
• Attend daily branch pipeline meetings to track loan milestones.
• Deliver weekly borrower update calls (and Realtors, when needed).
• Coordinate closely with loan processing teams.
• Contact borrowers, attorneys, and realtors 24 hours before contingencies expire.
• Review Closing Disclosures for accuracy against the Loan Estimates.
• Conduct pre-closing phone calls (48 hours before closing).
• Make congratulatory funding calls to borrowers and Realtors.
• Provide post-closing/funding support.
• Be available after hours for urgent questions (via mobile email and text).
• Consistently exceed borrower and referral partner expectations

• Must maintain an active NMLS license and be actively licensed in the state of Texas at the time of onboarding.
• 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 the branch and corporate levels.
• Completion of regulatory compliance training.
• Ability to speak, write, and effectively communicate in Spanish with Spanish-speaking borrowers.

At Waymaker Mortgage Company, we believe in the American Dream of homeownership being the primary tool for every family to build wealth. We are passionate about empowering every family with confidence, clarity, and guidance to make excellent financial decisions according to their goals. Our playbook for success is to deliver a mortgage experience that includes Simplicity, Empowerment, Excellence, and Community. If you fit this culture, we'd love to talk to you about joining our growing team!

Waymaker Mortgage Company Core Values:

• Optimism: We stay positive and see opportunities in every situation.
• Fun: We enjoy what we do and create a fun experience for everyone.
• Stewardship: We take great care of what’s entrusted to us—clients, partners, and resources.
• Growth: We keep learning, improving, and striving to be better every day.
• Perseverance: We don’t quit when things get tough—we find a way forward.
• Unity: We believe that what we are part of is greater than the part that we play.