Mortgage Loan Partner 2 (LP2): Pre-Approval Specialist

We are seeking a driven and detail-oriented Loan Partner 2 (LP2) to manage borrower prequalification, pre-approvals, and pipeline execution for a high-performing mortgage team. The LP2 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.

3+ Core Duties & Key Measurements

Prequalify

• Serve as an available resource for referral partners

• 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

• Ensure 95%+ of loans close on time

• Resolve 95%+ of loan issues prior to LO escalation

• An active NMLS license is required
• Minimum 5 years of mortgage loan officer assistant, processing, underwriting, 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

At The Mortgage Link, we believe getting a home loan shouldn't feel overwhelming. As a trusted mortgage lender serving clients across the U.S., we make the home financing process clear, personalized, and fast. Since 1999, our team has been helping individuals and families find the right mortgage solution—whether they're buying their first home or refinancing their current one.