Mortgage Loan Partner

Eric Newman Group at Planet Home Lending; Durango (CO); Hybrid; USD 70,000 - 85,000; Full time

Job summary

Eric Newman Group at Planet Home Lending is seeking a driven Mortgage Loan Partner 2 (LP2) to manage borrower prequalification, pre-approvals, and pipeline execution for a high-performing mortgage team.

The LP2 role focuses on accurate structuring, clear communication, and on-time closings. Remote work is supported; 70k–85k per year with a concierge borrower and referral partner experience.

Qualifications

• Active NMLS license or licensed within 30 days of hire date.
• Minimum 3-5 years of mortgage loan officer assistant, processing, or origination experience.
• Proficient in DU/DO, LP, and investor guidelines.
• Experience with major LOS platforms-Encompass and Blend.
• Strong verbal and written communication skills.
• Excellent organization, prioritization, time management, and follow-up.
• Comfortable with technology and able to learn new systems quickly and independently.
• Ability to collaborate across departments.
• Completion of regulatory and compliance training.

Responsibilities

• Prequalify borrowers and engage referral partners when the Loan Officer is unavailable.
• Pre-approve qualified borrowers and prepare payment/scenario requests.
• Manage pipeline: onboarding, disclosures, updates, and funding calls; conduct daily gauge checks.
• Provide post-closing support and exceed borrower/referral partner expectations.

Skills

Verbal & written communication

Organization & time management

Tech-savvy / learn new systems

Cross-department collaboration

Education

Active NMLS license or license within 30 days

Tools

Encompass

Blend

Job description

Are you an experienced Mortgage Loan Partner looking for a stable, salaried position as a Loan Partner Pre-Approval Specialist? Would you enjoy being on a team where you can help clients achieve their goal of home ownership without having to hunt for new business or the stress of living 100% on commission? Here’s our ideal applicant: A proactive, experienced Loan Partner 2 Pre-Approval Specialist who takes ownership and gets things done Enjoys working in a fast-paced mortgage environment and takes pride in being someone the team, clients, and referral partners can count on Communicates quickly and professionally, knows when to pick up the phone instead of relying on email, and can explain mortgage information in a way borrowers understand. Doesn’t wait for problems to become urgent. Identifies potential issues, communicates them early, and helps find solutions Comfortable working independently in a remote environment while maintaining a high level of accountability and communication with our team. Takes ownership of their work, follows through on commitments, keeps systems and databases current, and makes sure important details don't fall through the cracks Adaptable. As the team grows, priorities and responsibilities may shift; willing to step outside the traditional LP2 lane when needed to help the team succeed. Motivated to continue learning and growing rather than simply maintaining the status quo Personable and professional. The voice clients remember A team player who supports the loan officer and communicates with confidence Detail-driven, accountable, values accuracy and is proud of their work We are seeking a driven and detail-oriented Loan Partner 2 (LP2) to manage borrower prequalification, pre-approvals, and pipeline execution for a high-performing mortgage team. If you have a passion for qualifying clients and want to be part of a great team, this could be the perfect opportunity for you. The LP2 role plays a critical role in ensuring loans are structured properly, communicated clearly, and closed on time. This role works closely with the Loan Officer, borrowers, processors, underwriters, and third-party partners to maintain on-time closings while delivering a concierge-level borrower and referral partner experience.

Responsibilities

• Prequalify Serve as an available resource for referral partners when the Loan Officer is unavailable Engage in soft qualification conversations to help assess general borrower readiness and scenario viability Answer referral partner questions such as Condo warrantability, Bank statement borrower scenarios, recasting, and general loan structure questions Communicate effectively with all referral partners (Realtors, financial advisors, builders, and other partners) using clear, accurate, and compliant language
• Pre-Approve Accurately pre-approve qualified borrowers Prepare payment and scenario requests Proactively engage pre-approved buyers Communicate effectively with referral partners
• Pipeline Management Onboard all new contracts for rate lock consultation Submit applications to processing for disclosures Execute borrower updates, pre-closing, and funding calls Perform daily pipeline “gauge checks” Attend pipeline meetings and milestone reviews Deliver consistent borrower and Realtor updates Review Closing Disclosures for accuracy Conduct pre-closing and congratulatory funding calls Provide post-closing support and urgent after-hours assistance Ensure loans close on time Resolve loan issues prior to LO escalation
• Additional Role Expectations Maintain high professionalism in all written and verbal communication Act as a concierge between borrowers and business partners Consistently exceed borrower and referral partner expectations

Qualifications

• Active NMLS license or licensed within 30 days of hire date
• Minimum 3-5 years of mortgage loan officer assistant, processing, or origination experience
• Proficient in DU/DO, LP, and investor guidelines
• Experience with major LOS platforms-Encompass and Blend
• Strong verbal and written communication skills
• Excellent organization, prioritization, time management, and follow-up
• Comfortable with technology and able to learn new systems and software quickly and independently
• Ability to collaborate across departments
• Completion of regulatory and compliance training

Compensation

$70,000 - $85,000 per year