Loan Partner (Senior Loan Officer Assistant)

Loan Production Partner

Job Title : Loan Partner (Senior Loan Officer Assistant)

Location : South Tampa, FL | Hybrid

Job Type : Full-Time

Is relocation offered for this role? No

Travel : 0%

Sponsorship : No

Overview :

Our client is seeking an experienced, detail-oriented, and highly capable Loan Partner to support their mortgage loan officers with full-cycle loan processing. This senior-level role is designed for a seasoned professional who can independently manage loans from application to submission and provide expert guidance to clients throughout the mortgage process.

Key Responsibilities :

• Support loan officers by managing all aspects of the loan process, from pre-approval through submission.
• Price and structure loan files based on borrower qualifications and investor guidelines.
• Review borrower documentation, including credit, income, assets, and liabilities, for accuracy and completeness.
• Perform income calculations (W-2, self-employed, etc.) in accordance with underwriting guidelines.
• Run DU / LP findings , interpret results, and prepare conditions for submission.
• Register and submit loans to lenders through various platforms and portals.
• Clearly explain loan products, rates, closing costs, and mortgage processes to borrowers.
• Prepare and send initial disclosures and ensure compliance with federal and state regulations.
• Maintain ongoing communication with clients, lenders, title companies, and other stakeholders to ensure a smooth loan experience.
• Track key loan milestones and proactively resolve any issues that arise during the pipeline.
• Collaborate closely with processors, underwriters, and loan officers to ensure timelines are met.

Qualifications :

Compensation & Benefits :