Mortgage Loan Partner - Pre-Approval Specialist

Are you a bilingual mortgage professional who is fluent in both Spanish and English and 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?

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. You would work 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.

We’re looking for an experienced mortgage professional who takes pride in their work, thinks critically, and enjoys being part of a collaborative, high-performing team.

This is a great opportunity for someone who already has a strong foundation in mortgage lending and agency guidelines and wants the autonomy to truly own their role. You’ll be given clear expectations, the tools and support you need to succeed, and the trust to make decisions, solve problems, and manage your responsibilities.

Our team is supportive, solutions-focused, and committed to delivering an exceptional client experience. We help each other, share knowledge, and step in when needed, while also holding ourselves to a high standard of professionalism and accountability. We’re looking for someone who brings a positive attitude, communicates proactively, anticipates challenges, and is always looking for ways to improve.

Our ideal candidate:

• Takes ownership of their work and follows through without needing constant direction

• Has strong mortgage knowledge and is proficient in interpreting and applying agency guidelines

• Thinks critically about a loan file and can identify potential issues before they become problems

• Is proactive, resourceful, organized, and solutions-oriented

• Communicates clearly and asks thoughtful questions when additional guidance is needed

• Is confident working independently while also enjoying being part of a collaborative team

• Is coachable, open to feedback, and committed to continuous improvement

• Brings integrity, professionalism, kindness, and a positive attitude to their work

• Is flexible and willing to step in where needed to help the team succeed

• Genuinely cares about providing an exceptional experience for 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

$60,000 - $70,000 yearly

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 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

• Minimum of 3 years of mortgage experience in a Loan Officer Assistant or origination role

• Excellent written and verbal communication skills in English and Spanish

• Strong working knowledge of the mortgage loan process from application through closing

• Proficient in DU/DO, LP, and investor and agency guidelines, with the ability to confidently interpret and apply guidelines to individual loan scenarios

• Ability to independently analyze loan files, identify potential issues, and determine appropriate solutions

• Experience working with major loan origination system (LOS) platforms

• Strong critical-thinking, problem-solving, and decision-making skills

• Strong organization, prioritization, time management, attention to detail, and follow-up

• Self-motivated and resourceful, with the ability to take initiative, work independently, and follow through without constant direction

• Strong sense of accountability and ownership

• Ability to collaborate effectively across departments and contribute to a supportive, team-oriented environment

• Flexible and willing to step in where needed as the needs of a growing team evolve

• Coachable and receptive to feedback while confident in your mortgage knowledge and abilities

• High level of integrity, professionalism, and commitment to delivering an exceptional client experience

• Completion of required regulatory and compliance training

We are a growing mortgage team within New American Funding focused on creating an exceptional experience for both clients and our referral partners.

We have built our business on communication, integrity, and finding solutions for borrowers with a wide range of financial situations. As we continue to grow, we are investing heavily in systems, processes, and building a team where every person has clear ownership and can make a meaningful impact.

I value people who take initiative, communicate proactively, are accountable, and genuinely care about doing things the right way. My goal is to create an environment where team members are supported, challenged to grow, and can have the opportunity to build a long-term career rather than simply fill a position.