Mortgage loan partner - pre-approval specialist

Are you an experienced Mortgage Loan Partner looking for a stable position as a Loan Partner Pre-Approval Specialist? We are looking for a driven and detail-oriented Loan Partner Pre-Approval Specialist to manage borrower prequalification, pre-approvals, and pipeline execution for a high-performing mortgage team. We welcome remote applicants, but we are especially interested in candidates located in Boulder who can work in the office. 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 Loan Partner Pre -Approval Specialist 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 on-time closings while delivering a concierge-level borrower and referral partner experience.

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

Essential Duties of this Position

• Prequalify
• Serve as an available resource for referral partners when the Loan Officer is unavailable
• 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 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
• Ensure loans close on time
• Resolve 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
• Maintain an active NMLS license

Minimum 3 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 and follow-up

Ability to collaborate across departments

Completion of regulatory and compliance training