Job Description

Job Description

Job Description

Loan Officer Assistant / Loan Partner – Growth-Focused Mortgage Team

Job Summary :

The Loan Partner Two (“LP2”) is responsible for accurately prequalifying home loan applications, issuing and managing quality pre-approval letters, and overseeing the success of every loan in the committed pipeline.

The LP2 will work cohesively with the Loan Officer(s), borrowers, loan processors, underwriters, and third parties to close 95%+ of all loans on time while providing an outstanding experience from application to close.

This position requires substantial cash, credit, capacity (income), collateral, communication skills, and the ability to be resourceful.

3 Core Duties & Key Measurements

Prequalify:

• Contact all borrower(s) within 24 hours after the Initial Loan Consultation.
• Request and review cash, credit, and capacity (income) qualifications for all borrowers

Pre-Approve:

• Accurately pre-approve all eligible borrowers
• Handle payment scenario requests
• Proactively contact pre-approved buyers
• Communicate effectively with Realtor partners

Pipeline:

• Onboard all newly received contracts for Rate Lock Consultation
• Submit loan applications to Loan Processing for eDisclosures
• Execute outstanding borrower Tuesday Updates, Pre-Closing & Funding Calls
• Ensure 95%+ loans close on time with daily check-ins to address choke points
• Resolve 95%+ of loan issues before escalating to the Loan Officer

$45,000 - $80,000+ Base + Bonus

Essential Duties of this Position

Manage Prospects:

• Contact borrower prospects within 2 hours of lead received for initial pre-screen
• Schedule borrower Discovery Calls with the LO
• Maintain follow-up communication with the pre-application prospect pipeline
• Keep Realtor partners updated on the status of all referred leads

Pre-Qualify:

• Contact all newly received applications within 24 hours of assignment by the LO
• Thoroughly review 1003 with the borrower(s) and request necessary documents
• Explore all options before turning down a pre-approval request
• Keep Realtor partners updated on the progress
• Stay up to date on investor guidelines & program changes

Pre-Approve:

• Communicate pre-approval parameters to borrowers
• Provide supplemental pre-approval documents (e.g., Pre-Approval Addendum)
• Notify the referring Realtor immediately after issuing pre-approval
• Expedite rush pre-approval requests
• Flag any red flags or potential issues to the LO or Team Captain (if applicable)
• Dedicate a minimum of one hour weekly to pre-approval outreach power hour

Pipeline:

• Expedite onboarding for newly received contracts
• Perform a daily “gauge check” to identify “hot loans”
• Attend weekly branch pipeline meetings to track loan milestones
• Deliver Tuesday borrower update calls (and Realtors, when needed).
• Coordinate closely with loan processing teams
• Contact borrowers, attorneys, and realtors 24 hours before contingencies expire
• Review Closing Disclosures for accuracy against the Loan Estimates
• Conduct pre-closing phone calls (48 hours before closing)
• Make congratulatory funding calls to borrowers & Realtors
• Provide post-closing/funding support
• Be available after hours for urgent questions (via mobile email)
• Consistently exceed borrower and referral partner expectations

Additional Role Expectations

• Professionalism: Maintain high standards in speech and email (no slang, curt responses, etc.)
• Client Experience: Act as a concierge between borrowers & business partners

Standard Job Requirements

• NMLS license preferred but not required. Must be open to obtaining
• Preferred minimum of 3 years in mortgage processing, underwriting, or origination
• Proficient in DU/DO, LP, and major investor guidelines
• Experience with Loan Origination Systems (Encompass, Arrive, etc.)
• Skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, OneNote)
• Ability to learn, navigate, and master new technologies
• Strong verbal and written communication skills
• Ability to work under pressure and meet deadlines
• Excellent time management & organizational skills
• Ability to collaborate across the branch and corporate levels
• Completion of regulatory & compliance training

The Shawn Richard Team is redefining the mortgage experience through expert guidance, exceptional communication, and an unwavering commitment to service. We partner with homebuyers and real estate agents to deliver a smooth, strategic, and financially empowering journey to homeownership.

Our mission is to build wealth and confidence for clients through financial education, smart lending strategies, and a white-glove experience that stands out in the industry.

We're not just looking for talent—we're looking for passionate, driven professionals who thrive in a fast-paced environment and genuinely care about helping others. If you're looking to grow in a culture of excellence, innovation, and purpose, we’d love to meet you.

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