Bilingual Mortgage Loan Partner - LP2 (Pre-Approval Specialist) MUST BE FLUENT IN ENGLISH AND SPANISH Are you looking to work alongside leaders in the mortgage industry who will help you grow your career? We’re looking for a full-time loan partner that will help our applicants get mortgage-ready and support them throughout the loan process. Jobseekers should be organized, detail-oriented professionals driven to succeed in their role. If you’re interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today! The Loan Partner Two (“LP2”) is responsible for accurately prequalifying home loan applications, issuing and managing quality pre-approval letters, and overseeing the success of every loan in the committed pipeline. The LP2 will work cohesively with the Loan Officer(s), borrowers, loan processors, underwriters, and third parties to close 95%+ of all loans on time while providing an outstanding experience from application to close. This position requires substantial cash, credit, capacity (income), collateral, communication skills, and the ability to be resourceful. Responsibilities: 3 Core Duties Key Measurements Prequalify: • Contact all borrower(s) within 24 hours after the Initial Loan Consultation. • Request and review cash, credit, and capacity (income) qualifications for all borrowers Pre-Approve: • Accurately pre-approve all eligible borrowers • Handle payment scenario requests • Proactively contact pre-approved buyers • Communicate effectively with Realtor partners Pipeline: • Onboard all newly received contracts for Rate Lock Consultation • Submit loan applications to Loan Processing for eDisclosures • Execute outstanding borrower Tuesday Updates, Pre-Closing Funding Calls • Ensure 95%+ loans close on time with daily check-ins to address choke points • Resolve 95%+ of loan issues before escalating to the Loan Officer Qualifications: • Strong understanding of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc. • At least 5+ years of professional office environment required, preferably as a loan officer assistant or mortgage assistant • Highly motivated and goal-oriented with excellent customer service and communication skills • College degree in finance or banking preferred. High school diploma or equivalent required • Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred Compensation: $60,000 - $80,000 yearly DOE plus potential per-file bonus

• 3 Core Duties Key MeasurementsPrequalify: • Contact all borrower(s) within 24 hours after the Initial Loan Consultation. • Request and review cash, credit, and capacity (income) qualifications for all borrowersPre-Approve: • Accurately pre-approve all eligible borrowers • Handle payment scenario requests • Proactively contact pre-approved buyers • Communicate effectively with Realtor partnersPipeline: • Onboard all newly received contracts for Rate Lock Consultation • Submit loan applications to Loan Processing for eDisclosures • Execute outstanding borrower Tuesday Updates, Pre-Closing Funding Calls • Ensure 95%+ loans close on time with daily check-ins to address choke points • Resolve 95%+ of loan issues before escalating to the Loan Officer