Loan Partner

Job Title: Loan Partner 2 (LP2)

📍 Location: [Remote] | 💼 Employment Type: Full-time

About Us:

At the heart of our team is a deep commitment to people—our clients, our partners, and each other. We guide homebuyers through one of life’s biggest decisions with care, expertise, and integrity. If you're passionate about helping people and ready to grow in a supportive, high-energy environment, you’ll feel right at home here.

Position Summary:

The Loan Partner 2 is a vital link between borrowers, loan officers, and our operations team. This role handles the loan process from prequalification to funding and plays a key role in pipeline management. If you thrive in a fast-paced environment, have deep mortgage expertise, and enjoy creating raving fans, we want to meet you.

🔑 Key Responsibilities:

1. Prequalify

• Contact new applicants within 24 hours of assignment
• Review loan applications (1003), collect documents, and evaluate cash, credit, and capacity
• Update Realtor partners with status reports and explore every option before denial

2. Pre-Approve

• Accurately issue pre-approvals and supporting documents
• Communicate directly with borrowers and Realtors
• Proactively manage pre-approved clients and identify any red flags

3. Pipeline Management

• Onboard new contracts and lead Rate Lock Consultations
• Deliver Tuesday updates and pre-closing calls
• Attend pipeline meetings and proactively remove loan chokepoints
• Ensure closing accuracy and make celebratory calls at funding

✅ Qualifications:

• Active NMLS License required
• 5 years in mortgage processing, underwriting, or origination
• Deep knowledge of DU/DO, LP, and investor guidelines
• Proficient in Encompass, Calyx Point, and MS Office Suite
• Strong communicator with impeccable organizational skills
• Able to thrive under deadlines and collaborate cross-functionally

🌟 What We Offer:

• A supportive team environment
• Opportunity to grow within a top-tier mortgage organization
• Ongoing coaching and leadership development
• Flexible access for urgent after-hours questions (email/mobile)