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Senior Loan Partner

RATERIGHT Team, Nexa Mortgage

Senior Loan Partner

Miami, FL
Full Time
Paid
  • Responsibilities

    The RATERIGHT Team is a fast-growing, referral-driven mortgage team inside Nexa Mortgage — the largest wholesale mortgage broker in the United States with access to 280+ lenders and some of the most competitive loan programs in the market. We are growing quickly and intentionally. Which means we need an agile, sharp, calm-under-pressure Senior Loan Partner who can help steady the ship while we scale. This is not a back-office paper-pushing role. You are the operational force that keeps files moving, clients informed, and the experience smooth from pre-approval to closing. You ensure nothing falls through the cracks and that every borrower and referral partner feels taken care of at a high level. You will work directly with Yianni Garcia — a high-energy, relationship-driven mortgage broker known for leading with both warmth and high standards. Expect a fast pace, clear communication, big expectations, and a lot of trust. We’re looking for someone who thrives in motion. Someone who can bring order to growth, keep file flow clean, keep clients happy, and grow with a business that’s scaling quickly. If you like ownership, momentum, and being part of building something meaningful, you’ll feel right at home here. Compensation- Base Salary: $60,000 - $70,000 (based on experience), Per-File Bonus Structure: 0–10 loans/month: $150 per closed loan, 11–20 loans/month: $200 per closed loan, 21+ loans/month: $250 per closed loan, Additional Earnings: Bonuses for self-generated business, Nexa revenue share, Leadership growth opportunities, Benefits & Perks: Health insurance, 21 days PTO, 401(k) access, Industry coaching & development, Conferences & events, Leadership growth track Responsibilities: Pre-Application & Pre-Approval • Review borrower income, assets, credit, and loan structure • Issue accurate and confident pre-approvals • Run payment, rate, and closing cost scenarios • Identify red flags early and collaborate on solutions • Verify all loan documentation is complete and accurate • Prepare files and documentation required for underwriting and verifications • Report discrepancies or missing documentation to the Loan Officers Pipeline & File Execution • Oversee pipeline from contract to close • "Warm handoff" to processors: ensure files are complete • Track deadlines, contingencies, and key milestones • Deliver consistent weekly borrower and realtor updates • Maintain CRM and Monday.com pipeline accuracy • Help ensure loans close on time & help maintain our 5 Star Rating Client & Partner Communication • Serve as primary liaison between Loan Officers and clients • Schedule meetings and strategy calls to clear outstanding items • Answer transaction questions for clients and internal team members • Provide a high-touch, concierge-level borrower experience • Support follow-ups with pre-approved and active clients Administrative & Operational Support • Provide administrative support, including call screening and scheduling • Maintain file organization and communication tracking • Ensure documentation and communication standards are met • Create operational efficiency and consistency across the pipeline Team & Leadership Support • Support and help manage the Loan Officer Assistant • Collaborate closely with contract processors • Improve systems and workflows as volume increases • Support production growth initiatives and scaling efforts • Serve as operational right-hand to team leadership Exposure, Travel & Professional Development This role includes opportunities beyond the desk: • Attend realtor and industry networking events • Occasional travel for conferences and Nexa corporate trainings • Exposure to high-level deal structuring and strategy • Leadership development within a top-producing Nexa team Qualifications: Required Experience • 3+ years mortgage experience (Loan Partner, LOA, or Loan Officer) • Strong understanding of loan structuring and pre-approvals • Experience managing loans from application through closing • Excellent borrower and realtor communication skills • High school diploma or equivalent required • NMLS license or prior licensing/training • Spanish fluency is a plus Technical Skills • Proficiency in Microsoft Office required • Experience with CRM and mortgage software preferred • Familiarity with DU/LP, LOS platforms, and mortgage workflows • MLS and industry technology familiarity are a plus Core Competencies • Highly organized and detail-oriented • Strong urgency and follow-through • Goal-oriented with excellent customer service • Process-driven and improvement-minded • Calm under pressure and deadline-focused • Proactive communicator and problem solver Who Thrives Here This role is ideal for someone who: • Has 3+ years in mortgage origination or production support • Understands guidelines and enjoys structuring loans • Is proactive, organized, and calm under pressure • Wants hands-on mentorship and long-term growth • Values execution, ownership, and momentum • Seeks a leadership-track role inside a scaling business Compensation: $60,000 - $70,000 base based on experience

    • Pre-Application & Pre-Approval • Review borrower income, assets, credit, and loan structure • Issue accurate and confident pre-approvals • Run payment, rate, and closing cost scenarios • Identify red flags early and collaborate on solutions • Verify all loan documentation is complete and accurate • Prepare files and documentation required for underwriting and verifications • Report discrepancies or missing documentation to the Loan OfficersPipeline & File Execution • Oversee pipeline from contract to close • "Warm handoff" to processors: ensure files are complete • Track deadlines, contingencies, and key milestones • Deliver consistent weekly borrower and realtor updates • Maintain CRM and Monday.com pipeline accuracy • Help ensure loans close on time & help maintain our 5 Star RatingClient & Partner Communication • Serve as primary liaison between Loan Officers and clients • Schedule meetings and strategy calls to clear outstanding items • Answer transaction questions for clients and internal team members • Provide a high-touch, concierge-level borrower experience • Support follow-ups with pre-approved and active clientsAdministrative & Operational Support • Provide administrative support, including call screening and scheduling • Maintain file organization and communication tracking • Ensure documentation and communication standards are met • Create operational efficiency and consistency across the pipelineTeam & Leadership Support • Support and help manage the Loan Officer Assistant • Collaborate closely with contract processors • Improve systems and workflows as volume increases • Support production growth initiatives and scaling efforts • Serve as operational right-hand to team leadershipExposure, Travel & Professional DevelopmentThis role includes opportunities beyond the desk: • Attend realtor and industry networking events • Occasional travel for conferences and Nexa corporate trainings • Exposure to high-level deal structuring and strategy • Leadership development within a top-producing Nexa team

  • Compensation
    $85,000-$100,000 per year