Mortgage Loan Partner - Pre-Approval Specialist
Overview
New American Funding seeks a bilingual Loan Partner 2 to lead pre‑approval and pipeline execution. The ideal candidate owns borrower qualification, engages referral partners, and ensures timely closings while maintaining a client‑focused approach.
What You'll Do11
- 1Prequalify borrowers and accurately pre‑approve qualified applicants
- 2Prepare payment and scenario requests
- 3Proactively engage pre‑approved buyers and answer referral partner queries
- 4Communicate effectively with Realtors, advisors, builders and partners using compliant language
- 5Onboard new contracts for rate‑lock consultations
- 6Execute borrower updates, pre‑closing and funding calls
- 7Perform daily pipeline gauge checks and attend milestone reviews
- 8Deliver consistent borrower and Realtor updates
- 9Review Closing Disclosures for accuracy
- 10Provide post‑closing support and urgent after‑hours assistance
- 11Maintain high professionalism and act as concierge between borrowers and partners
Requirements10
- 1Minimum 3 years mortgage experience in Loan Officer Assistant or origination role
- 2Excellent written and verbal communication in English and Spanish
- 3Strong knowledge of DU/DO, LP, investor and agency guidelines
- 4Ability to independently analyze loan files and resolve issues before LO escalation
- 5Proficiency with major LOS platforms
- 6Self‑motivated, organized, and able to work independently with minimal direction
- 7Demonstrated critical‑thinking and problem‑solving skills
- 8Commitment to continuous improvement and a positive attitude
- 9Completion of required regulatory and compliance training
- 10Flexibility to step in where needed and a coachable mindset
Salary Insight
$60 - $70k per year
Location
Required Skills
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