Mortgage Loan Partner PreApproval Specialist

Cross Country Mortgage; United States; On-site; USD 60,000 - 80,000; Full time

Job summary

Cross Country Mortgage seeks an experienced Mortgage Loan Partner Pre-Approval Specialist to manage borrower prequalification, pre-approvals, and pipeline execution for a high-performing mortgage team.

Remote applicants are welcomed, but Boulder-area candidates who can work in the office are preferred to ensure smooth communication with the Loan Officer, processors, and underwriters for on-time closings.

Qualifications

• Active NMLS license.
• Minimum 3 years 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.

Responsibilities

• Prequalify borrowers and assess readiness and scenario viability.
• Pre-Approve qualified borrowers and prepare payment/scenario requests.
• Pipeline management: onboard new contracts, rate-locks, disclosures, and updates.
• Attend pipeline meetings and provide borrower and Realtor updates.
• Review Closing Disclosures for accuracy and support post-closing needs.

Education

Active NMLS license

Tools

LOS platforms

Job description

Are you an experienced Mortgage Loan Partner looking for a stable position as a Loan Partner Pre-Approval Specialist? We are looking for a driven and detail-oriented Loan Partner Pre-Approval Specialist to manage borrower prequalification, pre-approvals, and pipeline execution for a high-performing mortgage team. We welcome remote applicants, but we are especially interested in candidates located in Boulder who can work in the office. 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 Loan Partner Pre -Approval Specialist 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. 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 Responsibilities: Essential Duties of this Position 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 effective 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: Maintain an active NMLS license Minimum 3 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 and follow-up Ability to collaborate across departments Completion of regulatory and compliance training Compensation: $60,000 – $80,000 +bonus

• Essential Duties of this PositionPrequalify
• 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 effective with referral partners (Realtors, financial advisors, builders, and other partners) using clear, accurate, and compliant languagePre-Approve
• Accurately pre-approve qualified borrowers
• Prepare payment and scenario requests
• Proactively engage pre-approved buyers
• Communicate effective with referral partnersPipeline 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 escalationAdditional 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

Compensation:

$60,000-$80,000 per year