Are you a mortgage professional looking for a stable, salaried position as a Loan Partner 2 Pre-Approval Specialist?

Would you enjoy being on a team long-term 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?

Have you been working in the broker channel for 3-5 years and licensed in Texas?

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 are the voice clients remember

•  A team player who supports the loan officer and communicates with confidence

•  Detail-driven, accountable, and proud of your work

•  Bilingual in English and Spanish or Arabic is a PLUS+

We are seeking a driven and detail-oriented Loan Partner 2 (LP2) Pre-Approval Specialist 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 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.

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 to 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

• Set up the loan, lock, disclose, and submit

• Work with LP1 on the online leads to convert to pre-approvals

• Weekly/milestone loan updates

• Manage Pipeline with corporate Processor

• Welcome emails to all parties at the time of contract

• 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

• Minimum 3-5 years of mortgage loan officer assistant, processing, or origination experience in the Broker channel

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

• Experience with "Arive" Loan Software

• Strong verbal and written communication skills

• Excellent organization, prioritization, and time management

• Ability to collaborate across departments

• Completion of regulatory and compliance training

Required Experience

• Active NMLS license required with a state license in Texas

• Recent 3-5 years of experience working in the mortgage broker channel

• Candidates should be familiar with broker workflows, wholesale lenders, and the systems and processes unique to an independent mortgage brokerage

West Capital Lending is one of the nation's fastest-growing independent mortgage brokerages, dedicated to helping clients achieve homeownership through competitive financing solutions, exceptional service, and a streamlined lending experience.

We combine cutting-edge technology with a high-performance, collaborative culture where ambitious professionals are empowered to grow their careers and make a real impact. Our team values integrity, accountability, innovation, and putting clients first.

If you're looking to join a company that invests in its people, rewards performance, and offers exceptional growth opportunities, we'd love to meet you.