Mortgage Loan Partner Pre Approval Specialist

Florida Wholesale Mortgage-Kirsten O'Donnell-Dixon; Arizona; Hybrid; USD 60,000 - 80,000; Full time

Job summary

Florida Wholesale Mortgage-Kirsten O'Donnell-Dixon is seeking a bilingual Mortgage Loan Partner 2 (LP2) Pre-Approval Specialist to join a team that prioritizes accuracy and client care. This salaried position emphasizes stability over commission while supporting borrowers with prequalification, pre-approvals, and pipeline execution.

The LP2 will collaborate closely with the Loan Officer, processors, underwriters, and referral partners to ensure timely closings and exceptional borrower

Qualifications

• Active NMLS license required.
• 5+ years mortgage loan officer assistant, processing, or origination experience.
• Experience with DU/DO, LP, and investor guidelines.
• Experience with major LOS platforms.
• Excellent written and verbal communication; highly organized.

Responsibilities

• Prequalify borrowers and engage referral partners to assess readiness.
• Pre-Approve qualified borrowers and prepare payment/scenario requests.
• Manage pipeline: rate lock, disclosures, updates, and funding calls to ensure on-time closings.
• Maintain professionalism and act as a concierge between borrowers and partners.

Skills

NMLS license

Mortgage experience

DU/DO LP guidelines

LOS platforms

Verbal & written communication

Time management

Job description

Mortgage Loan Partner 2 (LP2) Pre-Approval Specialist

Are you a bilingual mortgage professional 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? Our ideal applicant is: A self-starter who takes ownership and gets things done • An excellent communicator who cares about clients • Someone who thrives in a fast-paced environment and values accuracy • Personable and professional. You're the voice clients remember • A team player who supports the loan officer and communicates with confidence • Detail-driven, accountable, and proud of your work • Confident speaking with clients in both English and Spanish 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're fluent in both Spanish and English, 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 95%+ 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 for 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 95%+ of loans close on time • Resolve 95%+ of 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

• An active NMLS license is required
• Minimum 5 years of mortgage loan officer assistant, processing, or origination experience
• Proficient in DU/DO, LP, and investor guidelines
• Experience with major LOS platforms
• Strong verbal and written communication skills
• Excellent organization, prioritization, and time management
• Ability to collaborate across departments
• Completion of regulatory and compliance training

Compensation: $60,000 - $80,000 per year