Loan Partner II
About The Position
AnnieMac Home Mortgage is looking to hire a Full Time Loan Partner II to support Mortgage Loan Originators (MLOs) and/or Branch Managers in delivering an efficient and high-quality loan process. This role is responsible for managing file quality, documentation flow, and submission readiness to ensure fast turn times and clean files through underwriting. The LP2 operates strictly within compliance guidelines and may not: Take a loan application Assist a consumer in completing a loan application Negotiate or offer loan terms Represent themselves as authorized to perform any of the above Key Responsibilities File Quality Control & Workflow Execution The LP2 is responsible for maintaining strict turnaround times and ensuring all files meet submission-ready quality standards. Pre-Submission QC & File Review Conduct a comprehensive pre-submission QC review, including: Income documentation review and organization Asset documentation review and validation Identification of missing, inconsistent, or red-flag items Service Level Agreements (SLA) & Turn Times Application Setup (LOA Support): Ensure file is fully set up within 3 hours of application submission Document Intake & Indexing: Index all borrower-submitted documents within 3 hours of receipt Issue updated Needs List / status communication to borrower within the same timeframe File Ready for LO Review: Once all required documentation is received, prepare and submit file to LO for review within 3 hours Platinum Preapproval Submission: Submit complete file to Underwriting for Platinum Preapproval review same business day File Structuring (Under Contract): Fully review and structure file within 2 hours of receipt of contract Submission to Processing / Opening: Submit file to Processing within 2 hours of: Disclosures being signed and All required updated documentation being received
Requirements
- This position is prohibited from discussing and/or negotiating loan terms with borrowers.
- Minimum 3 years of mortgage industry experience (processing, loan partner, or similar role preferred)
- High School Diploma or equivalent required
- Strong communication and interpersonal skills
- Highly detail-oriented with strong organizational ability
- Proficient in Microsoft Office (Excel, Outlook, Word)
Nice To Haves
- Ability to analyze income and organize files for AUS readiness
- Familiarity with DU/LPA findings and condition anticipation
- Experience supporting Platinum Preapprovals and TBD files
- Strong understanding of documentation standards to reduce underwriting touches and cycle times
Responsibilities
- Maintaining strict turnaround times
- Ensuring all files meet submission-ready quality standards
- Conducting comprehensive pre-submission QC review
- Income documentation review and organization
- Asset documentation review and validation
- Identification of missing, inconsistent, or red-flag items
- Application Setup (LOA Support)
- Document Intake & Indexing
- Issue updated Needs List / status communication to borrower
- File Ready for LO Review
- Platinum Preapproval Submission
- File Structuring (Under Contract)
- Submission to Processing / Opening
Benefits
- AnnieMac Home Mortgage offers a wide range of benefits, including medical, dental and vision plans, along with voluntary benefits, including 401K.
- This position is eligible for a per loan bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
251-500 employees
