Mortgage Loan Partner

Are you looking to work alongside leaders in the mortgage industry who will help you grow your career? We’re looking for a full-time Loan Partner who will help our applicants get mortgage-ready and support them throughout the loan process. The Loan Partner 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 Loan Partner will work cohesively with the Loan Officer, borrowers, loan processors, underwriters, and third parties to close 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.

Job seekers should be organized, detail-oriented professionals driven to succeed in their role. If you’re interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today!

3 Core Duties & Key Measurements

Pre-Application

• Contact all borrower(s) within 24 hours after an Initial Loan Consultation
• Contact all newly received applications within 24 hours of LO assignment
• Thoroughly review the 1003 with borrower(s) and request necessary documents
• Request and review income and assets; perform high-level income calculations
• Explore all options before declining a pre-approval request
• Keep Realtor partners updated on progress
• Stay up to date on investor guidelines and program changes

Pre-Approve

• Accurately pre-approve all eligible borrowers
• Handle payment scenario requests and accurately estimate closing cost scenarios
• Proactively contact pre-approved buyers
• Communicate pre-approval parameters clearly to borrowers
• Provide supplemental pre-approval documents
• Notify the referring Realtor immediately after issuing pre-approval
• Expedite rush pre-approval requests
• Flag red flags or potential issues to the Loan Officer (if applicable)
• Dedicate a weekly time block to pre-approval outreach
• Communicate effectively with Realtor partners

Pipeline

• Onboard all newly received contracts for Rate Lock Consultation
• Disclose all loan applications
• Expedite onboarding for newly received contracts
• Perform daily gauge checks to identify hot loans
• Attend weekly/daily pipeline meetings to track loan milestones
• Execute weekly borrower and Realtor update calls
• Coordinate closely with loan processing teams
• Ensure loans close on time with daily check-ins to address choke points
• Resolve loan issues before escalating to the Loan Officer
• 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
• Make congratulatory funding calls to borrowers and Realtors
• Provide post-closing/funding support
• Be available after hours for urgent questions via mobile, email, and text
• Consistently exceed borrower and referral partner expectations

• Working knowledge of automated underwriting systems such as DU and LP
• Superb follow-up, time management, interpersonal, and communication skills

Minimum Qualifications & Requirements

• Minimum 3 years of experience in mortgage processing or as a Loan Officer Assistant (LOA) / Loan Partner
• Proficient in DU and LP, with strong knowledge of major investor guidelines
• Experience with Loan Origination Systems (BYTE preferred)
• Strong verbal and written communication skills
• Ability to clearly speak, write, and effectively communicate with borrowers
• Ability to work under pressure and consistently meet deadlines
• Excellent time management and organizational skills
• Ability to collaborate effectively across branch and corporate teams

Position Details

• Remote position supporting a Loan Officer based in Colorado

Our employees say, "... we work hard, we play hard, and we are treated fairly with the utmost respect." If you want to be a part of a fast-growing, highly efficient mortgage office, and you get satisfaction out of being successful in helping dreams come true, then we would be privileged to have you as a part of our team.