Mortgage Loan Partner

Are you an experienced Mortgage Loan Partner looking for a stable position as a Loan Partner Pre-Approval Specialist?

We are seeking a driven and detail-oriented Loan Partner (LP2) Pre-Approval Specialist to manage borrower prequalification, pre-approvals, and pipeline execution for a high-performing mortgage team.

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 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

Qualifications

• Hold at least one active, valid state MLO license through the NMLS

• Minimum of 3 years of mortgage loan officer assistant who qualifies borrower or origination experience

• Proficient in DU/DO, LP, and investor guidelines

• Strong verbal and written communication skills

• Excellent organization, prioritization, and time management

• Ability to collaborate across departments

• Completion of regulatory and compliance training

About the company

At New American Funding, you'll enjoy the stability and resources of a nationally recognized lender while working on a close-knit Iowa team that genuinely supports one another.

We believe in open communication, honesty, integrity, and taking pride in the experience we create for every client and referral partner. Our goal is to make everyone we work with feel valued.

Amber's leadership style is collaborative rather than micromanaging. She provides clear guidance, is highly detail-oriented, and trusts her team to take ownership of their work while always being available to help.

We're looking for someone with a strong work ethic, excellent communication skills, grit, and a genuine passion for serving others. If you enjoy being part of a supportive, high-performing team, we'd love to meet you.