Are you an experienced Mortgage Loan Partner looking for a stable position as a Loan Partner Pre-Approval Specialist?

We are seeking a driven and detail-oriented Loan Partner 2 (LP2) Pre-Approval Specialist to manage borrower prequalification, 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 role 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 on-time closings while delivering a concierge-level borrower and referral partner experience.

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're the voice clients remember

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

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

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 loans close on time

• Resolve loan issues prior to LO escalation

Additional Role Expectations

• 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

• Active NMLS license required

• Minimum 3-5 years of mortgage loan officer assistant, processing, 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, time management, and follow-up

• Ability to collaborate across departments

• Completion of regulatory and compliance training

We're a fast-growing, high-performance mortgage team with a genuine commitment to serving clients and referral partners at an elite level.

Our culture is built on extreme ownership, continuous improvement, and relational excellence. We care deeply about our people and invest heavily in creating clear processes, ongoing training, and opportunities for growth.

We value team members who are proactive, detail-oriented, and take pride in creating an exceptional experience for every client.