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Loan Partner (Senior Loan Officer Assistant)

Loan Partner (Senior Loan Officer Assistant)

Vitruvian Consulting, Inc.Tampa, FL, US
3 days ago
Job type
  • Full-time
  • Quick Apply
Job description

Loan Production Partner

Job Title : Loan Partner (Senior Loan Officer Assistant)

Location : South Tampa, FL | Hybrid

Job Type : Full-Time

Is relocation offered for this role? No

Travel : 0%

Sponsorship : No

Overview :

Our client is seeking an experienced, detail-oriented, and highly capable Loan Partner to support their mortgage loan officers with full-cycle loan processing. This senior-level role is designed for a seasoned professional who can independently manage loans from application to submission and provide expert guidance to clients throughout the mortgage process.

Key Responsibilities :

  • Support loan officers by managing all aspects of the loan process, from pre-approval through submission.
  • Price and structure loan files based on borrower qualifications and investor guidelines.
  • Review borrower documentation, including credit, income, assets, and liabilities, for accuracy and completeness.
  • Perform income calculations (W-2, self-employed, etc.) in accordance with underwriting guidelines.
  • Run DU / LP findings , interpret results, and prepare conditions for submission.
  • Register and submit loans to lenders through various platforms and portals.
  • Clearly explain loan products, rates, closing costs, and mortgage processes to borrowers.
  • Prepare and send initial disclosures and ensure compliance with federal and state regulations.
  • Maintain ongoing communication with clients, lenders, title companies, and other stakeholders to ensure a smooth loan experience.
  • Track key loan milestones and proactively resolve any issues that arise during the pipeline.
  • Collaborate closely with processors, underwriters, and loan officers to ensure timelines are met.

Qualifications :

  • Minimum 3+ years of experience in mortgage lending, preferably as a Loan Officer Assistant, Loan Processor, or similar role.
  • Strong working knowledge of Fannie Mae / Freddie Mac guidelines and conventional loan programs.
  • Experience running DU and LP , reviewing AUS findings, and working with lender portals.
  • Exceptional income calculation skills (both salaried and self-employed borrowers).
  • Excellent communication and customer service skills—must be comfortable explaining loan details to borrowers.
  • Proficiency with LOS systems (e.g., Encompass, Arive, LendingPad, etc.).
  • High attention to detail, organizational skills, and ability to manage multiple files simultaneously.
  • NMLS license preferred but not required (depending on state regulations and responsibilities).
  • Familiarity with FHA, VA, USDA loan programs.
  • Experience with third-party processing or broker-to-lender submission workflows.
  • Bilingual (Spanish / English) is a plus.

    • Compensation & Benefits :

  • Competitive salary based on experience
  • Bonus or incentive structure based on loan volume and performance
  • 401K, Medical, PTO and a great career path
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    Loan Officer • Tampa, FL, US