• Job Description

  Req#: 583870
  Description
  
  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! 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.
  
  Responsibilities
  
  3+ Core Duties & Key Measurements
  
  Prequalify
  • Serve as an available resource for referral partners.
  • Engage in soft qualification conversations to help assess general borrower readiness and scenario viability.
  • Answer referral partner questions such as:
  
  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
  • Ensure 95%+ of loans close on time
  • Resolve 95%+ of loan issues prior to LO escalation
  
  Essential Duties of This Position
  
  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
  • 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
  • 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
  
  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
  
  Qualifications
  • Active NMLS license required
  • Minimum 5 years of mortgage loan officer assistant, processing, underwriting, 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
  • Ability to collaborate across departments
  • Completion of regulatory and compliance training

• About the company

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