Full Job Description
Loan Officer Assistant - Senior Mortgage Operations Partner
Must have an active NMLS MLO license - required at time of hire. If currently inactive - please confirm ability to reinstate.
Preferred LOA/LP2/LO or similar experience in the most recent 24 months. At minimum, related role in Mortgage in the most recent 36months. Flexibility for the right candidate
As a Senior Mortgage Operations Partner (LP2), you'll play a vital role in our top-producing team, supporting mortgage loan origination officers with your unique blend of sales expertise and exceptional customer service.
You'll manage loan files from start to finish, ensuring a smooth and efficient process for clients. Your ability to communicate effectively and build strong relationships will be key to helping us grow our business. If you're detail-oriented, thorough, and ready to deliver outstanding service, we invite you to take the next step in your career with us.
Compensation is flex base salary + bonuses based on experience. Our goal is for every employee to be a 6-figure earner regardless of role.
Responsibilities
Pipeline Management
• Own the active and upcoming pipeline end-to-end
• Track all loan milestones, conditions, and critical deadlines proactively and without prompting
• Maintain an accurate, up-to-date pipeline report and lead regular pipeline review conversations
File Expertise - The Four C's
• Credit: Analyze credit reports, identify issues early, and advise on rapid rescore opportunities
• Cash: Verify assets with attention to sourcing, seasoning, and full documentation requirements
• Capacity: Calculate qualifying income accurately across all borrower types - W-2, self-employed, 1099, and rental
• Collateral: Understand property types, LTV guidelines, and appraisal requirements across loan programs
Pre-Qualification and Pre-Approval
• Independently pre-qualify and pre-approve borrowers with accuracy
• Review incoming files and documentation thoroughly
• Surface potential issues early and communicate them clearly before
Client and Partner Communication
• Serve as the primary point of contact for active borrowers throughout the transaction
• Communicate with Realtors, title, escrow, and processors professionally and with appropriate urgency
• Provide proactive status updates
• Set appropriate expectations and execute effectively
Qualifications
• Active NMLS MLO license - required at time of hire. If currently inactive - please confirm ability to reinstate.
• Conventional, FHA, VA, Jumbo - able to speak to guidelines with confidence
• Encompass or comparable LOS; Fannie/Freddie AUS; CRM experience a plus
• Demonstrate exceptional self-management
• Able to flex when transaction volume and timelines require it
• Hybrid opportunity for the right candidate
• Preferred LOA/LP2/LO or similar experience in the most recent 24 months. At minimum related role in Mortgage in the most recent 36months. Flexibility for the right candidate