We're searching for a detail-oriented mortgage Loan Partner! The Loan Partner role 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 LP will work cohesively with the Loan Officer, 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: Essential Duties of this Position 1. Prequalify: • Contact all newly received applications within 24 hours of assignment • Thoroughly review 1003 with the borrower(s) and request necessary documents • Explore all options before turning down a pre-approval request • Keep Realtor partners updated on the progress • Stay up to date on investor guidelines & program changes 2. Pre-Approve: • Communicate pre-approval parameters to borrowers • Provide supplemental pre-approval documents • Notify the referring Realtor immediately after issuing pre-approval • Expedite rush pre-approval requests • Flag any red flags or potential issues to the loan officer 3. Pipeline: • Expedite onboarding for newly received contracts • Perform a daily “gauge check” to identify “hot loans” • Attend weekly branch pipeline meetings to track loan milestones • Coordinate closely with loan processing teams • Contact borrowers, attorneys, and Realtors 24 hours before contingencies expire • Review Closing Disclosures for accuracy against Loan Estimates • Conduct pre-closing phone calls (48 hours before closing) Qualifications: • Excellent customer service and communication skills and willing to go above and beyond for customers and team Standard Job Requirements • Must maintain an active NMLS license • Minimum 5 years in mortgage processing, underwriting, or origination • Proficient in DU/DO, LP, and major investor guidelines • Experience with Loan Origination Systems (Encompass, Arive, etc.) • Strong verbal and written communication skills • Ability to work under pressure and meet deadlines • Excellent time management and organizational skills • Ability to collaborate across branch and corporate levels • Completion of regulatory & compliance training Compensation: $60,000 - $90,000 yearly
• Essential Duties of this Position1. Prequalify: • Contact all newly received applications within 24 hours of assignment • Thoroughly review 1003 with the borrower(s) and request necessary documents • Explore all options before turning down a pre-approval request • Keep Realtor partners updated on the progress • Stay up to date on investor guidelines & program changes2. Pre-Approve: • Communicate pre-approval parameters to borrowers • Provide supplemental pre-approval documents • Notify the referring Realtor immediately after issuing pre-approval • Expedite rush pre-approval requests • Flag any red flags or potential issues to the loan officer3. Pipeline: • Expedite onboarding for newly received contracts • Perform a daily “gauge check” to identify “hot loans” • Attend weekly branch pipeline meetings to track loan milestones • Coordinate closely with loan processing teams • Contact borrowers, attorneys, and Realtors 24 hours before contingencies expire • Review Closing Disclosures for accuracy against Loan Estimates • Conduct pre-closing phone calls (48 hours before closing) • Be available after hours for urgent questions (via mobile email)