Job Description
Remote candidates welcome!
We’re a high-performance mortgage team dedicated to providing an exceptional borrower and referral partner experience. We believe in communication, speed, and closing loans on time—every time.
We’re looking for a sharp, detail-oriented Loan Partner 2 (LP2) to help us close 95%+ of loans on time while delivering white-glove service from application to funding.
This Position will support 2-4 Mortgage Loan officers with an expected file volume of 10-20 closings monthly and 30-40 preapprovals monthly.
Responsibilities:
Prequalify Borrowers
• Contact new borrower(s) within 24 hours of assignment
• Thoroughly review the 1003 and collect the required documents
• Analyze cash, credit, income (capacity), and collateral to assess qualification
• Keep borrowers and agents informed of next steps
Pre-Approve Borrowers • Accurately pre-approve all eligible borrowers and identify red flags early
• Provide payment scenarios and supplemental pre-approval documents
• Proactively communicate with realtors and borrowers
• Expedite urgent pre-approval requests
• Dedicate weekly time to follow up with pre-approved buyers
Manage the Pipeline • Onboard new contracts and schedule Rate Lock Consultations
• Submit files to Processing for disclosures
• Perform daily “gauge checks” to identify and resolve chokepoints
• Lead Tuesday Update Calls and handle pre-closing and funding check-ins
• Ensure 95%+ of loans close on time without needing to escalate to the LO
Qualifications:
• Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients
• Comprehension of basic loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
• Active NMLS license is required
• High School Diploma or equivalent
• Minimum 5 years of mortgage experience (processing, underwriting, or origination
• Proficient with DU/DO, LP
• Experience with LOS software (Encompass, Calyx Point, etc.)
• Strong communication, time management, and follow-through skills
• Able to work under pressure and meet tight deadlines
• Tech-savvy with Microsoft Office and CRM tools
About Company:
We’re a high-performance mortgage team dedicated to providing an exceptional borrower and referral partner experience. We believe in communication, speed, and closing loans on time, every time.
The Wilson Mortgage Team is powered by New American Funding, NMLS# 6606
Job Tags
Work at office, Remote work,