Experienced Mortgage Loan Officer Assistant

We’re seeking an experienced Loan Partner II (LP2) to join our top-producing mortgage team and work directly alongside our Loan Officers to deliver an exceptional client experience from application to closing. This role is ideal for a driven professional who thrives in a fast-paced environment, combines strong analytical skills with relationship-building expertise, and takes pride in precision and follow-through. The Loan Partner II plays a critical role in the client journey—responsible for accurately prequalifying borrowers, preparing and managing pre-approval letters, and ensuring each loan in the committed pipeline closes smoothly and on time. You’ll collaborate closely with Loan Officers, Processors, Underwriters, and third-party partners to achieve a 95%+ on-time closing rate while maintaining the highest service standards. The ideal candidate is detail-oriented, proactive, and resourceful, with a deep understanding of cash flow, credit, income, and collateral analysis. Exceptional communication and client service skills are essential, as is the ability to build trust and long-term relationships that generate future business. Must be fully fluent in Spanish and English Responsibilities : What You’ll Do As a Loan Partner II (LP2), you’ll be the backbone of the loan process—managing files from start to finish and ensuring every client enjoys a seamless, five-star experience. You’ll work side by side with our Loan Officers, borrowers, Realtors, and processing team to deliver on-time closings, clear communication, and solutions that turn clients into lifelong partners. Prequalify :

• Contact all new borrowers within 24 hours of receiving the application.
• Review the 1003 application thoroughly and request all supporting documentation to assess cash, credit, and capacity.
• Explore every possible option before declining any borrower.
• Keep Realtor partners informed and up to date on borrower progress.
• Stay on top of program guidelines, investor changes, and product updates to ensure accuracy and compliance. Pre-Approve :
• Accurately pre-approve qualified borrowers and communicate parameters clearly.
• Handle payment scenario requests and provide strategic guidance on next steps.
• Deliver pre-approval documentation promptly and notify referring agents immediately.
• Proactively follow up with pre-approved buyers to strengthen relationships and maintain engagement.
• Identify and flag any potential risks or red flags early for team review.
• Dedicate time each week to pre-approval outreach and partner follow-ups. Pipeline Management :
• Onboard all new contracts for a Rate Lock Consultation and prepare files for Processing.
• Submit complete loan applications for eDisclosures and track all milestones to ensure smooth flow.
• Conduct regular communication touchpoints, including :
• Tuesday Borrower Updates
• Pre-Closing Calls (48 hours before closing)
• Funding & Congratulations Calls
• Maintain a 95%+ on-time closing rate by identifying bottlenecks early and driving resolution.
• Participate in weekly pipeline meetings to review loan health and status.
• Verify Closing Disclosures for accuracy prior to signing and ensure all parties are prepared for closing day.
• Provide exceptional post-closing support to reinforce client satisfaction and drive future referrals.
• Be available for urgent questions after hours when needed to keep deals on track. Qualifications :
• Strong understanding of loan financing options such as conventional loans, FHA, VA, adjustable / fixed, commercial loans, etc.
• Excellent customer service and communication skills and willing to go above and beyond for customers and team
• MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred
• At least 5+ years of professional office environment required, preferably as a loan officer assistant or mortgage assistant
• Although not required, having an NMLS license or training is preferred
• Proven experience in mortgage origination, processing, or underwriting.
• Strong understanding of loan guidelines, income analysis, credit, and collateral.
• Outstanding communication and problem-solving skills.
• Ability to manage multiple files in a fast-paced, high-volume environment.
• Committed to accuracy, accountability, and exceptional client care.
• Fully fluent in Spanish and English (spoken and written).
• Driven by excellence and passionate about helping families achieve homeownership. Compensation : $65,000 - $95,000 yearly
• What You’ll DoAs a Loan Partner II (LP2), you’ll be the backbone of the loan process—managing files from start to finish and ensuring every client enjoys a seamless, five-star experience. You’ll work side by side with our Loan Officers, borrowers, Realtors, and processing team to deliver on-time closings, clear communication, and solutions that turn clients into lifelong partners.Prequalify :
• Contact all new borrowers within 24 hours of receiving the application.
• Review the 1003 application thoroughly and request all supporting documentation to assess cash, credit, and capacity.
• Explore every possible option before declining any borrower.
• Keep Realtor partners informed and up to date on borrower progress.
• Stay on top of program guidelines, investor changes, and product updates to ensure accuracy and compliance.Pre-Approve :
• Accurately pre-approve qualified borrowers and communicate parameters clearly.
• Handle payment scenario requests and provide strategic guidance on next steps.
• Deliver pre-approval documentation promptly and notify referring agents immediately.
• Proactively follow up with pre-approved buyers to strengthen relationships and maintain engagement.
• Identify and flag any potential risks or red flags early for team review.
• Dedicate time each week to pre-approval outreach and partner follow-ups.Pipeline Management :
• Onboard all new contracts for a Rate Lock Consultation and prepare files for Processing.
• Submit complete loan applications for eDisclosures and track all milestones to ensure smooth flow.
• Conduct regular communication touchpoints, including :
• Tuesday Borrower Updates
• Pre-Closing Calls (48 hours before closing)
• Funding & Congratulations Calls
• Maintain a 95%+ on-time closing rate by identifying bottlenecks early and driving resolution.
• Participate in weekly pipeline meetings to review loan health and status.
• Verify Closing Disclosures for accuracy prior to signing and ensure all parties are prepared for closing day.
• Provide exceptional post-closing support to reinforce client satisfaction and drive future referrals.
• Be available for urgent questions after hours when needed to keep deals on track.

Compensation :

$65,000-$95,000 per year