Pre-Approval Manager | Loan Partner II
About The Position
The Loan Partner II provides advanced licensed support to Loan Originators by preparing borrower files, assisting with pre-approvals, coordinating with underwriters, and ensuring accurate, timely submission of loan packages to processing. This role also supports business development through coordination with referral partners, client communication, and marketing activities to ensure a seamless borrower experience. This individual may function as a Pre-Approval Manager as needed for their designated branch. Licensure Requirement: Loan Partner IIs must hold and maintain an active Mortgage Loan Originator (MLO) license in the state(s) where they conduct business. SAFE Act Notice: Licensed Loan Partner IIs may originate loans, take applications, discuss loan terms, and carry a pipeline in accordance with state and federal regulations.
Requirements
- High school diploma or equivalent required; college degree in business or related field preferred.
- Two years of mortgage industry experience (processing, originating, or loan support).
- Active Mortgage Loan Originator (MLO) license in good standing (required).
- Strong knowledge of mortgage products, investor guidelines, and compliance requirements.
- Excellent communication skills, with the ability to explain complex processes clearly.
- Strong organizational and time management skills; ability to manage multiple files.
- Proficient in Microsoft 365 and experience in loan origination software.
- Ability to build and maintain relationships with borrowers, referral partners, and colleagues.
- Customer-service orientation with attention to detail and accuracy.
- Ability to work in a fast-paced, team-oriented environment.
Nice To Haves
- college degree in business or related field preferred.
Responsibilities
- Complete loan applications, ensuring accuracy of borrower information and compliance with state and federal requirements.
- Collect and organize borrower documentation (income, assets, liabilities, credit reports) and prepare files for underwriting review.
- Review borrower documentation and identify potential gaps to support product eligibility and processing requirements.
- Submit loan files to processing with all required disclosures and documentation.
- Assist in structuring and presenting product options to borrowers, under the direction of a Loan Originator.
- Lock loan terms in accordance with investor and company guidelines.
- Send disclosures and follow up to ensure timely return of required documentation.
- Provide regular status updates to borrowers, realtors, and referral partners throughout the loan process.
- Coordinate with third-party vendors (appraisers, title companies, verification providers) to ensure timely receipt of required reports.
- Support Loan Originators in developing and maintaining referral partner relationships, including scheduling events, calls, and communications.
- Participate in business development activities such as realtor meetings, lunch-and-learns, and marketing campaigns.
- Perform quality control (QC) reviews of files to ensure documentation aligns with company and investor checklists.
- Maintain CRM/database records for borrower and referral partner communications.
- Ensure compliance with company policies, investor guidelines, and SAFE Act licensing requirements.
- Provide exceptional customer service by ensuring timely, accurate communication and maintaining confidentiality of sensitive borrower information.
- Perform additional duties, as assigned
Benefits
- In addition to a competitive compensation package, qualifying employees are eligible to participate in our Total Rewards program. Additional information can be found by clicking on the following link: Benefits and Total Rewards
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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
