Apple Macs, Brokerage, Communication Skills, Conventional Loans, Customer Experience, Customer Relations, Customer Support/Service, Detail Oriented, Documentation, English Language, Fannie Mae (FNMA), Federal Housing Administration (FHA), Federal Laws and Regulations, File Management, Freddie Mac (FHLMC), Loan Closing, Loan Processing, Loans, Maintain Compliance, Mortgage, Multilingual, Operational Communications, Problem Solving Skills, Sales Pipeline, Spanish Language, State Laws and Regulations, Underwriting, United States Department of Agriculture (USDA)
Loan Partner (Senior Loan Officer Assistant) – Hybrid | Full-Cycle Mortgage Support
About the Role
Our client is hiring an experienced Loan Partner / Senior Loan Officer Assistant to support a high-performing mortgage team in a fast-paced, client-focused environment.
This is a senior-level position ideal for someone who can confidently manage loans from pre-approval through submission while providing an exceptional borrower experience throughout the mortgage process.
The ideal candidate has strong mortgage knowledge, exceptional attention to detail, and the ability to independently manage multiple files while working closely with loan officers, processors, underwriters, and clients.
What You’ll Do
- Support loan officers throughout the full loan lifecycle, from pre-approval through submission
- Review borrower documentation including income, assets, credit, and liabilities for accuracy and completeness
- Calculate income for W-2 and self-employed borrowers in accordance with underwriting guidelines
- Run DU/LP findings, review AUS results, and prepare files for submission
- Price and structure loan files based on borrower qualifications and investor guidelines
- Register and submit loans through lender portals and systems
- Prepare and send disclosures while ensuring compliance with federal and state regulations
- Communicate with borrowers, lenders, title companies, and internal teams to ensure smooth loan progression
- Track loan milestones, manage pipeline activity, and proactively resolve issues to keep files moving efficiently
- Explain loan products, rates, costs, and mortgage processes clearly and professionally to borrowers
Requirements
- 3+ years of mortgage industry experience as a Loan Officer Assistant, Loan Processor, Loan Partner, or similar role
- Strong understanding of conventional loan programs, Fannie Mae / Freddie Mac guidelines, and experience running DU/LP with the ability to interpret AUS findings
- Advanced income calculation experience, including self-employed borrower analysis
- Proficiency with LOS systems such as Encompass, Arive, LendingPad, or similar mortgage platforms
- Strong communication, organization, customer service, and problem-solving skills with the ability to manage multiple files in a fast-paced mortgage environment
- Experience with FHA, VA, and USDA loan programs, broker-to-lender submission workflows, and third-party processing is strongly preferred
- NMLS license and bilingual Spanish/English skills are a plus
Benefits
- Competitive salary based on experience
- Bonus / incentive opportunities tied to performance and loan volume
- Hybrid work flexibility
- Health insurance benefits
- Paid time off
- 401(k) benefits
Why This Role?
This is an opportunity to join a growing mortgage team where your expertise, communication skills, and operational knowledge will make a direct impact on both the client experience and overall loan success.
If you thrive in a fast-paced mortgage environment and enjoy managing complex loan files while supporting borrowers through the home financing process, this role offers strong long-term growth and stability.