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

Would you enjoy being on a team 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?

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

Great at follow-up

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.

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.

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

• 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 5 years of mortgage loan officer assistant, processing, or origination experience

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

• Experience with LOS-Encompass

• 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

Join a team where taking care of clients and each other comes first. At New American Funding, we’re proud to be part of a top-rated non-bank direct lender while still maintaining a supportive, family-oriented culture where people genuinely help one another succeed.

Brenda’s team believes in providing an exceptional mortgage experience through a combination of service, education, and clear communication. We value people who take ownership, show initiative, follow through on their commitments, and work collaboratively toward a common goal. Honesty, integrity, respect, kindness, and transparency guide how we work with our clients and with each other.

If you’re looking for a Loan Partner (LP2) Pre-Approval Specialist role where you can contribute, grow, and be part of a team that works hard while truly caring about the people around them, you’ll feel at home here.