Mortgage Loan Partner Pre Approval Specialist

Mortgage Loan Partner 2 (LP2) Pre-Approval Specialist Are you a bilingual mortgage professional looking for a stable, salaried position as a Loan Partner Pre-Approval Specialist? Would you enjoy being on a team where you can help clients achieve their goal of home ownership without having to hunt for new business or the stress of living 100% on commission? Our ideal applicant is: A self-starter who takes ownership and gets things done • An excellent communicator who cares about clients • Someone who thrives in a fast-paced environment and values accuracy • Personable and professional. You're the voice clients remember • A team player who supports the loan officer and communicates with confidence • Detail-driven, accountable, and proud of your work • Confident speaking with clients in both English and Spanish We are seeking a driven and detail-oriented Loan Partner 2 (LP2) to manage borrower prequalification, pre-approvals, and pipeline execution for a high-performing mortgage team. If you're fluent in both Spanish and English, have a passion for qualifying clients, and want to be part of a great team, this could be the perfect opportunity for you. The LP2 role plays a critical role in ensuring loans are structured properly, communicated clearly, and closed on time. This role works closely with the Loan Officer, borrowers, processors, underwriters, and third-party partners to maintain 95%+ on-time closings while delivering a concierge-level borrower and referral partner experience.

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 • Perform daily pipeline “gauge checks” • Attend pipeline meetings and milestone reviews • Deliver consistent borrower and Realtor updates • Review Closing Disclosures for accuracy • Conduct pre-closing and congratulatory funding calls • Provide post-closing support and urgent after-hours assistance • Ensure 95%+ of loans close on time • Resolve 95%+ of loan issues prior to LO escalation Additional Role Expectations • Maintain high professionalism in all written and verbal communication • Act as a concierge between borrowers and business partners • Consistently exceed borrower and referral partner expectations Qualifications An active NMLS license is required Minimum 5 years of mortgage loan officer assistant, processing, or origination experience Proficient in DU/DO, LP, and investor guidelines Experience with major LOS platforms Strong verbal and written communication skills Excellent organization, prioritization, and time management Ability to collaborate across departments Completion of regulatory and compliance training