Loan Partner (Senior Loan Officer Assistant) Hybrid, South Tampa

Organization Overview :

Our client is a reputable and growing insurance agency based in Tampa, FL. They are committed to delivering outstanding service, maintaining compliance, and building long-term relationships with clients across Florida. With a focus on professionalism, efficiency, and customer care, this is an opportunity to join a respected agency offering both stability and career growth.

Position Overview :

Our client is seeking an experienced, detail-oriented, and highly capable Loan Partner to support 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 while providing expert guidance to clients throughout the mortgage process.

Office Location : South Tampa, FL (Hybrid local candidates only)

Compensation : $55,000 $70,000

Position Type : Full-time

Reports To and Collaborates With : Agency leadership and client service team

Start Date : As soon as possible

Responsibilities :

• Manage 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 (credit, income, assets, liabilities) for accuracy and completeness
• Perform income calculations (W-2, self-employed, etc.) in line with underwriting guidelines
• Run DU / LP findings, interpret results, and prepare conditions for submission
• Register and submit loans to lenders through various portals
• Clearly explain loan products, rates, closing costs, and mortgage processes to borrowers
• Prepare and send initial disclosures, ensuring compliance with federal and state regulations
• Maintain ongoing communication with clients, lenders, title companies, and other stakeholders
• Track loan milestones and proactively resolve issues throughout the pipeline
• Collaborate closely with processors, underwriters, and loan officers to meet deadlines

Qualifications :

Preferred Qualifications :

Benefits :