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 Measurements Prequalify Contact all borrowers within24 hoursof initial loan consultation Request and review cash, credit, and income documentation Assess borrower readiness and loan eligibility Pre-Approve Accurately pre-approve qualified borrowers Prepare payment and scenario requests Proactively engage pre-approved buyers Communicate effectively with Realtor partners Pipeline Management Onboard all new contracts for rate lock consultation Submit applications for processing for disclosures Execute borrower updates, pre-closing, and funding calls 95%+ of loans close on time 95%+ of loan issuesprior to LO escalation Essential Duties of This Position Prequalify Review the 1003 with borrowers and request documentation Explore all viable options before declining a pre-approval Keep Realtors informed throughout the process Stay current on investor guidelines and program changes Pre-Approve Communicate approval terms clearly to borrowers Issue supplemental pre-approval documentation Notify Realtors immediately after issuing approvals Expedite rush pre-approval requests Flag red flags to the LO or Team Captain Dedicate weekly time to proactive pre-approval outreach Pipeline 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 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: Active NMLS license required Minimum 5 years of mortgage loan officer assistant, processing, underwriting, or origination experience Proficient in DU/DO, LP, and investor guidelines Experience with major LOS platforms Strong verbal and written communication skills Excellent organization, prioritization, and time management Ability to collaborate across departments Completion of regulatory and compliance training About Company: Burnham Mortgage Team, powered by New American Funding I 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 youre someone who thrives in a high-performance, high-impact environment, Id love for you to apply!