Internally, we call this position a "Pre-Approval Specialist", or "LP2 (Loan Partner 2). The Loan Partner 2 (LP2) job description outlines a critical role within the lending team, focusing on prequalifying borrowers, issuing pre-approvals, and managing the loan pipeline. Here are the key responsibilities and qualifications for an LP2: Job Summary The 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. This role requires working cohesively with Loan Officers, borrowers, loan processors, underwriters, and third parties to ensure 95%+ of all loans close on time while providing an outstanding experience from application to close. Responsibilities: 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: • 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 for 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 Qualifications: • Excellent time management, interpersonal, communication, and follow-up skills • Strong understanding of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage documentation, processes, and procedures • Capable of analyzing credit reports, income, and asset documents, and can structure a loan properly in a variety of ways • Current NMLS license or must be willing to get licensed within 90 days • 2+ years of experience as a LOA/Loan Partner, Processor, Loan Officer, and/or Underwriter required, 5+ years preferred Compensation: $75,000 - $100,000 yearly

• 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: • 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 languagePre-Approve • Accurately pre-approve qualified borrowers • Prepare payment and scenario requests • Proactively engage pre-approved buyers • Communicate effectively with referral partnersPipeline Management • Onboard all new contracts for rate lock consultation • Submit applications for 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