Mortgage loan partner 2 pre-approval specialist

Are you looking for a stable, salaried position as a Loan Partner Pre-Approval Specialist? Would you enjoy being on a team where you would help structure loans, advise on DSCR and Non-QM investor loans, and solve loan puzzles in real time without having to hunt for new business or live 100% on commission? This is an in-house consultative sales and mortgage strategy role on behalf of the Loan Originator who is the Broker/Owner.

Our ideal applicant is:

• A licensed Loan Partner or former Loan Originator with the ability to engage in consultative sales and mortgage strategy conversations with real estate investors to assess borrower readiness, evaluate DSCR and Non-QM loan scenario viability, and structure investor loan solutions.
• A self-starter who takes ownership and gets things done
• A person who loves solving puzzles in real time
• An excellent communicator who cares about clients
• Someone who thrives in a fast-paced environment and values accuracy
• Personable, professional, and coachable
• A team player who supports the loan officer and communicates with confidence
• Detail-driven, accountable, proud of your work with a great attitude

Bilingual in Spanish and English is a big PLUS+ Experience with DSCR and Non-QM Investor Loans is a big PLUS+ We are seeking a driven and detail-oriented Loan Partner 2 Pre-Approval Specialist to manage borrower prequalification, pre-approvals, and pipeline execution for a high-performing Mortgage Broker team. If you 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 team member 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.

Compensation - $65,000 - $75,000 with the ability to earn $150,000 - $200,000, including sales bonuses

Essential Duties of this Position

• Prequalify
• Engage in consultative sales and mortgage strategy conversations with Investors to help assess general borrower readiness and scenario viability
• Advise on DSCR and Non-QM investor loans, and solve loan puzzles in real time
• Answer client and referral partner 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 to 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

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
• Ability to conduct consultative sales and mortgage strategy conversations with investors to assess borrower readiness and scenario viability

3-5 years of experience as a Mortgage Loan Officer Assistant or Loan Originator

Active NMLS license and licensed in at least one of these states: Georgia, Florida, California, Texas, Arizona

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

Great at collaborating and communicating with the team daily

Completion of regulatory and compliance training

Non-QM and DSCR knowledge is a Plus+

Bilingual (Spanish and English) is a Plus+

Broker experience is a Plus+