Job Description
Candidates must have mortgage experience AND must be fluent in Spanish to be considered for this position.
Bilingual Mortgage Loan Partner (LP) - Mortgage Loan Officer Assistant (LOA)
Join a High-Performance Mortgage Team
We are seeking an experienced, bilingual Loan Partner / LOA to support a top-producing mortgage team. This role requires a calm, solutions-oriented professional who excels in accuracy, communication, and efficient pipeline management. The Loan Partner / LOA will manage files from application through closing, support borrowers and agents with clarity and confidence, and maintain a fast workflow without sacrificing quality.
This position is best suited for someone who thrives in a high-volume environment, understands income calculations, and takes pride in delivering a seamless, 5-star client experience.
As a Loan Partner / LOA, you will be the backbone of the loan process. You will manage prequalification, pre-approval, and the active pipeline while collaborating with Loan Officers, borrowers, Realtors, processors, and underwriters. You will play a key role in delivering on-time closings, maintaining accurate files, and strengthening long-term client and partner relationships.
This is a professional, detail-oriented role requiring strong analytical skills, clear communication, and the ability to keep a 25+ loan pipeline organized and moving.
Must be fully fluent in Spanish and English
Responsibilities:
Prequalify:
• Contact all new borrowers within 24 hours of receiving the application.
• Review the 1003 in detail and request supporting documentation to evaluate cash, credit, and capacity.
• Conduct a complete income analysis and explore all viable options before declining a borrower.
• Keep Realtor partners informed of borrower progress.
• Stay current on program guidelines, investor updates, and product changes.
• Deliver prequalification decisions within a 4-hour turnaround window.
Pre-Approve: • Accurately pre-approve eligible borrowers and clearly communicate approval parameters.
• Handle payment scenario requests and provide strategic guidance.
• Prepare pre-approval documentation promptly and notify referring agents.
• Proactively follow up with pre-approved borrowers to maintain engagement.
• Identify potential risks or red flags early for team review.
• Dedicate consistent weekly time to partner outreach and borrower follow-up.
Pipeline Management: • Onboard new contracts for Rate Lock Consultation and prepare files for processing.
• Submit complete loan applications for eDisclosures and monitor all milestones.
• Maintain structured communication.
• Maintain an on-time closing rate of 95% or higher.
• Identify bottlenecks early and drive resolution.
• Participate in pipeline meetings.
• Review Closing Disclosures for accuracy and ensure all parties are prepared for closing.
• Provide post-closing support to enhance client satisfaction.
• Be available for urgent questions outside business hours when necessary to keep transactions on track.
Qualifications:
Qualifications: • Fully fluent in Spanish and English, spoken and written. • Minimum of 2 years mortgage experience.
• Proven experience in origination, processing, or underwriting.
• Strong understanding of guidelines, income analysis, credit, and collateral.
• Ability to manage a fast-paced pipeline of 25 or more active loans.
• Calm operator who performs well under pressure and maintains accuracy.
• Upbeat and solutions-driven personality.
• Excellent communication and customer service skills.
• Proficient in MS Office, CRM platforms, MLS, DU, and mortgage-related software.
• NMLS license or training is preferred but not required.
Compensation and Structure: • Base salary of $70,000
• Bonus opportunities
• 401k
• PTO
• Health Insurance
• Remote position with optional in-office access
• Traditional business hours with occasional weekend availability
• Opportunity to grow with a high-performing team
About Company:
Mortgage solutions for local and foreign buyers. We offer 401(k), PTO, and Health Insurance.
Job Tags
Local area, Remote work,
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