Mortgage Loan Partner Va Loan Expert

Military Mortgage Advisors - Lower; United States; Remote; USD 50,000 - 55,000; Full time

Job summary

A leading mortgage advisory firm is seeking a Loan Partner to assist applicants through the mortgage process. This role involves prequalifying and pre-approving loans, coordinating with various stakeholders, and ensuring excellent customer service. Ideal candidates are detail-oriented with strong communication skills and a background in banking or finance. Join a dynamic team dedicated to helping clients achieve their mortgage goals.

Qualifications

• 5+ years in a professional office, preferably as a loan officer assistant.
• Advanced understanding of loan products required.

Responsibilities

• Prequalify and pre-approve loan applications.
• Coordinate with loan processing teams and realtors.
• Provide post-closing support and borrower updates.

Skills

Communication

Time Management

Detail-oriented

Education

High School Diploma or Equivalent

Degree in Banking or Finance

Tools

MS Office

CRM

Proprietary Mortgage Software

Job description

We’re hiring a loan partner who will work directly alongside our loan origination staff to help our applicants through the mortgage loan process. You’ll get applicants mortgage ready, prepare paperwork, and respond to customer inquiries on transactions as needed. If you’re a detail-oriented employee with strong communication and time management skills, we highly encourage you to apply.

Responsibilities:

1. Prequalify:
   • Contact all newly received applications within 24 hours of assignment by LO
   • Thoroughly review 1003 with the borrower(s) and request necessary documents
   • Explore all options before turning down a pre-approval request
   • Keep Realtor partners updated on the progress
   • Stay up to date on investor guidelines & program changes
2. Pre-Approve:
   • Communicate pre-approval parameters to borrowers
   • Provide supplemental pre-approval documents (e.g., Pre-Approval Addendum)
   • Notify the referring Realtor immediately after issuing pre-approval
   • Expedite rush pre-approval requests
   • Flag any red flags or potential issues to the LO or Team Captain (if applicable)
   • Dedicate one hour weekly to pre-approval outreach power hour
3. Pipeline:
   • Expedite onboarding for newly received contracts
   • Perform a daily “gauge check” to identify “hot loans.”
   • Attend weekly branch pipeline meetings to track loan milestones
   • Deliver Tuesday borrower update calls (and Realtors, when needed)
   • Coordinate closely with loan processing teams
   • Contact borrowers, attorneys, and realtors 24 hours before contingencies expire
   • Review Closing Disclosures for accuracy against Loan Estimates
   • Conduct pre-closing phone calls (48 hours before closing)
   • Make congratulatory funding calls to borrowers & Realtors
   • Provide post-closing/funding support
   • Be available after hours for urgent questions (via mobile email)
   • Consistently exceed borrower and referral partner expectations

Qualifications:

• Preferred degree in banking or finance, and a high school diploma or equivalent is required
• At least 5+ years of professional office environment required, preferably as a loan officer assistant or mortgage assistant
• Possess an advanced understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
• Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred
• Must have NMLS License

Compensation:

$50,000 - $55,000 yearly