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

The LP2 plays a critical role in ensuring loans are structured properly, communicated clearly, and closed on time while delivering a concierge-level borrower and referral partner experience.

This role works closely with Lucy, borrowers, processors, underwriters, and third-party partners to maintain 95%+ on-time closings while supporting an exceptional homebuying experience.

The ideal candidate is a self-motivated mortgage professional who takes ownership of files from start to finish, anticipates challenges, and maintains a high level of accuracy and attention to detail.

Lucy is looking for a dependable, detail-oriented counterpart who can manage the loan pipeline from start to finish, allowing her to focus on new business development and growing referral relationships.

This is an opportunity to join a growing mortgage business where ownership, teamwork, and exceptional client service are at the center of everything.

Prequalify

• Act as an available resource for referral partners when the Loan Officer is unavailable.

• Engage in soft qualification conversations to assess general borrower readiness and overall scenario viability.

• Respond to referral partner questions related to:

  • Condo warrantability

  • Bank statement borrower scenarios

  • Recasting and general loan structure questions

• Communicate clearly, accurately, and compliantly with all referral partners, including Realtors, financial advisors, builders, and other strategic partners.

Pre-Approve

• Communicate approval terms clearly to borrowers.

• Issue supplemental pre-approval documentation.

• Notify Realtors immediately after issuing approvals.

• Expedite rush pre-approval requests.

• Flag red flags to the LO.

• Dedicate weekly time to proactive pre-approval outreach.

Pipeline

• Perform daily pipeline “gauge checks.”

• Attend pipeline meetings and milestone reviews as needed.

• 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.

• Take ownership of files from start to finish, ensuring all milestones and deadlines are met.

• Maintain accuracy and attention to detail throughout the loan process.

• Proactively identify and resolve issues before escalating them to the Loan Officer.

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 a high level of responsiveness and urgency.

• Communicate proactively through text and email.

• Demonstrate strong ownership and accountability without requiring constant oversight.

• Support the growth of referral relationships through exceptional service.

• Maintain a detail-oriented approach to prevent errors and ensure quality.

• Active NMLS license required.

• Must be licensed in Texas or obtain the required Texas license within 90 days of starting.

• Minimum 2 years of mortgage industry experience.

• 1–3 years of mortgage broker experience preferred/required.

• 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.

• Strong problem-solving skills and the ability to work independently.

• Detail-oriented with a strong commitment to accuracy.

• Self-motivated, personable, and dedicated to the mission.

• Ability to manage a loan pipeline from start to finish.

Lucy the Lender @Edge Home Finance, is an independent mortgage branch operating within Edge Home Finance. Lucy has worked hard to build a personal brand centered on delivering the ultimate client experience throughout the homebuying process.

Lucy believes in a team-first mindset and empowers her team members with autonomy and trust. Her leadership style is hands-off, allowing team members to take ownership of their responsibilities without micromanagement.

The team culture is fast-paced, collaborative, and focused on delivering exceptional client experiences. Strong relationships with borrowers and Realtor partners are a top priority.