Loan Partner / Sales Assistant Powerful Mortgage Team. Professional Growth. 5-Star Client Experience. Are you an experienced Loan Partner who’s tired of feeling like just another cog in the machine? We're looking for a high-performing, detail-obsessed Loan Partner 2 who thrives in fast-paced environments and loves making things run like clockwork. In this pivotal role, you’ll be the backbone of our mortgage process — working closely with our loan officers, borrowers, real estate agents, and processors to make sure every pre-approval is solid and every loan closes on time. If you're confident in your knowledge of cash, credit, capacity (income), and collateral — and you're passionate about delivering a high-touch experience — we want to talk to you. What You’ll Do Prequalify Borrowers • Connect with borrower(s) within 24 hours of their Loan Consultation • Review & analyze income, credit, and asset documentation • Communicate qualification expectations clearly and compassionately Issue Clean, Accurate Pre-Approvals • Accurately pre-approve eligible buyers • Run payment scenarios and manage loan structure guidance • Maintain proactive communication with both borrowers and agents • Follow up weekly with all pre-approved but not-yet-under-contract buyers Drive the Pipeline Forward • Onboard newly executed contracts and schedule Rate Lock Consultations • Submit files to processing with clean, complete loan applications • Conduct weekly status updates, pre-closing, and funding calls • Track the pipeline daily to prevent delays and keep everything moving • Resolve issues independently — before they reach the Loan Officer You’re a Great Fit If You: • Have strong mortgage knowledge and experience with loan structuring • Know your way around income calculation and credit review • Communicate with confidence, empathy, and clarity • Obsess over accuracy and don’t let anything slip through the cracks • Want to be part of a high-performance, supportive team that’s growing fast Why You’ll Love This Role • You’ll make a direct impact on people’s financial lives • You'll collaborate with a team that values excellence, integrity, and growth • You’ll work in a systematized, well-run environment with high expectations and high support This is not an entry-level role. We're looking for a professional who’s ready to hit the ground running and help us scale without sacrificing quality. Think you're the one we’re looking for? Apply now and tell us what stood out to you about this role — we can’t wait to meet you. Responsibilities: Key Responsibilities – What You’ll Own Day-to-Day This role plays a crucial part in delivering a high-level client and partner experience throughout the home loan process. You’ll manage communication, qualify borrowers, support the Loan Officer, and act as a critical link between prospects, clients, Realtors, and internal team members. Manage Prospects • Respond to borrower inquiries within 2 hours of lead receipt to pre-screen • Schedule Discovery Calls between the borrower(s) and the Loan Officer • Maintain ongoing communication with prospects in the pre-application pipeline • Keep referring Realtor partners updated on all lead activity and status Pre-Qualify Borrowers • Reach out to all new applications within 24 hours of assignment by the Loan Officer • Conduct detailed reviews of the 1003 with borrower(s) and gather needed documentation • Explore all financing options before declining any pre-approval • Keep Realtor partners in the loop on pre-approval status and progress • Stay current on investor guidelines, loan products, and program updates Pre-Approve with Confidence • Clearly explain pre-approval details and boundaries to borrowers • Send supplemental documents as needed (e.g., Pre-Approval Addendum) • Immediately notify Realtor partners when pre-approvals are issued • Prioritize and expedite rush pre-approval requests • Flag potential issues or red flags to the Loan Officer or Team Captain • Dedicate at least one hour each week to proactive follow-ups with pre-approved buyers Pipeline Ownership • Quickly onboard all newly executed contracts for next-step coordination • Perform daily pipeline “gauge checks” to identify loans needing urgent attention • Participate in weekly branch pipeline meetings to track milestones • Deliver Tuesday update calls to borrowers (and agents as needed) • Work closely with the loan processing team to ensure smooth transitions • Contact all parties (borrowers, attorneys, Realtors) 24 hours before contingencies expire • Review Closing Disclosures to confirm accuracy against Loan Estimates • Conduct pre-closing calls with clients (48 hours prior to close) • Make celebratory funding calls to borrowers and agents on closing day • Provide helpful post-closing and funding support • Be available for urgent evening questions via mobile or email • Go above and beyond to exceed the expectations of both borrowers and referral partners Additional Expectations • Professionalism: Communicate clearly and professionally in all emails and conversations—no slang or short responses • Client Experience: Act as a trusted concierge and point of contact for borrowers and business partners throughout the process Qualifications: Standard Job Requirements • NMLS license preferred but not required. Must be open to obtaining • Preferred minimum of 3 years in mortgage processing, underwriting, or origination • Proficient in DU/DO, LP, and major investor guidelines • Experience with Loan Origination Systems (Encompass, Arrive, etc.) • Skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, OneNote) • Ability to learn, navigate, and master new technologies • Strong verbal and written communication skills • Ability to work under pressure and meet deadlines • Excellent time management & organizational skills • Ability to collaborate across the branch and corporate levels • Completion of regulatory & compliance training Compensation: $40,000 - $60,000 plus performance-based bonuses

• Key Responsibilities – What You’ll Own Day-to-DayThis role plays a crucial part in delivering a high-level client and partner experience throughout the home loan process. You’ll manage communication, qualify borrowers, support the Loan Officer, and act as a critical link between prospects, clients, Realtors, and internal team members.Manage Prospects • Respond to borrower inquiries within 2 hours of lead receipt to pre-screen • Schedule Discovery Calls between the borrower(s) and the Loan Officer • Maintain ongoing communication with prospects in the pre-application pipeline • Keep referring Realtor partners updated on all lead activity and statusPre-Qualify Borrowers • Reach out to all new applications within 24 hours of assignment by the Loan Officer • Conduct detailed reviews of the 1003 with borrower(s) and gather needed documentation • Explore all financing options before declining any pre-approval • Keep Realtor partners in the loop on pre-approval status and progress • Stay current on investor guidelines, loan products, and program updatesPre-Approve with Confidence • Clearly explain pre-approval details and boundaries to borrowers • Send supplemental documents as needed (e.g., Pre-Approval Addendum) • Immediately notify Realtor partners when pre-approvals are issued • Prioritize and expedite rush pre-approval requests • Flag potential issues or red flags to the Loan Officer or Team Captain • Dedicate at least one hour each week to proactive follow-ups with pre-approved buyersPipeline Ownership • Quickly onboard all newly executed contracts for next-step coordination • Perform daily pipeline “gauge checks” to identify loans needing urgent attention • Participate in weekly branch pipeline meetings to track milestones • Deliver Tuesday update calls to borrowers (and agents as needed) • Work closely with the loan processing team to ensure smooth transitions • Contact all parties (borrowers, attorneys, Realtors) 24 hours before contingencies expire • Review Closing Disclosures to confirm accuracy against Loan Estimates • Conduct pre-closing calls with clients (48 hours prior to close) • Make celebratory funding calls to borrowers and agents on closing day • Provide helpful post-closing and funding support • Be available for urgent evening questions via mobile or email • Go above and beyond to exceed the expectations of both borrowers and referral partnersAdditional Expectations • Professionalism: Communicate clearly and professionally in all emails and conversations—no slang or short responses • Client Experience: Act as a trusted concierge and point of contact for borrowers and business partners throughout the process