Mortgage Loan Partner

Job Summary: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.The LP2 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 95%+ on-time closings while delivering a concierge-level borrower and referral partner experience.Responsibilities:3 Core Duties Key MeasurementsPrequalifyContact all borrowers within24 hoursof initial loan consultationRequest and review cash, credit, and income documentationAssess borrower readiness and loan eligibilityPre-ApproveAccurately pre-approve qualified borrowersPrepare payment and scenario requestsProactively engage pre-approved buyersCommunicate effectively with Realtor partnersPipeline ManagementOnboard all new contracts for rate lock consultationSubmit applications for processing for disclosuresExecute borrower updates, pre-closing, and funding calls95%+ of loans close on time95%+ of loan issuesprior to LO escalationEssential Duties of This PositionPrequalifyReview the 1003 with borrowers and request documentationExplore all viable options before declining a pre-approvalKeep Realtors informed throughout the processStay current on investor guidelines and program changesPre-ApproveCommunicate approval terms clearly to borrowersIssue supplemental pre-approval documentationNotify Realtors immediately after issuing approvalsExpedite rush pre-approval requestsFlag red flags to the LO or Team CaptainDedicate weekly time to proactive pre-approval outreachPipelinePerform daily pipeline "gauge checks"Attend pipeline meetings and milestone reviewsDeliver consistent borrower and Realtor updatesReview Closing Disclosures for accuracyConduct pre-closing and congratulatory funding callsProvide post-closing support and urgent after-hours assistanceAdditional Role ExpectationsMaintain high professionalism in all written and verbal communicationAct as a concierge between borrowers and business partnersConsistently exceed borrower and referral partner expectationsQualifications:Active NMLS license requiredMinimum 5 years of mortgage loan officer assistant, processing, underwriting, or origination experience Proficient in DU/DO, LP, and investor guidelinesExperience with major LOS platformsStrong verbal and written communication skillsExcellent organization, prioritization, and time managementAbility to collaborate across departmentsCompletion of regulatory and compliance trainingAbout Company:Burnham Mortgage Team, powered by New American FundingI am Matthew Burnham, a mortgage professional, branch manager, licensed Realtor, and avid real estate investor. Since coming back to Loan Origination in 2018, I've been helping clients secure smart mortgage solutions. At Burnham Mortgage Group, we offer custom-fit products for every type of borrower.With my partner, we have over 40 years of mortgage experience and have established deep-rooted relationships with our referral partners and past clients.We serve a diverse client base and specialize in complex deal structures that many other lenders can't creatively solve or are limited by offerings. New American Funding aligns with us well.We are built on transparency, discipline, efficiency, and results. We run lean, move fast, and stay focused on creating wins for clients and referral partners. I'm looking to grow the team! If you're someone who thrives in a high-performance, high-impact environment, I'd love for you to apply!