Are you an experienced Mortgage Loan Partner looking for a stable position as a Loan Partner Pre-Approval Specialist? We are looking for a driven and detail-oriented Loan Partner Pre-Approval Specialist to manage borrower prequalification, pre-approvals, and pipeline execution for a high-performing mortgage team. We welcome remote applicants, but we are especially interested in candidates located in Boulder who can work in the office.

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 Loan Partner Pre -Approval Specialist 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

• Maintain an active NMLS license

• Minimum 3 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, and time management and follow-up

• Ability to collaborate across departments

• Completion of regulatory and compliance training

We are a high-performing, high-achieving mortgage team with ambitious goals and extremely high standards.

We move fast, take ownership, hold each other accountable, and expect everyone on the team to bring their best every day.

At the same time, we believe great people should be trusted, supported, recognized, and given the opportunity to grow.

If you’re looking for a place to coast, this isn’t it. If you’re energized by big goals, high expectations, a fast pace, and being surrounded by people who want to win, you’ll fit right in. If that scares you, don’t apply. If it excites you, we want to meet you.