Loan Partner II

AnnieMac Home Mortgage is looking to hire a Full Time Loan Partner II to be responsible for supporting Mortgage Loan Originators (MLOs) and/or the reputed company Manager in delivering an exceptional borrower and realtor experience. This role takes full ownership of the loan process from initial contact through contract, ensuring speed, accuracy, and clear communication throughout the early stages of the loan lifecycle.

The LP2 is not permitted to take a loan application, assist a consumer in completing a loan application, or discuss, negotiate, or offer loan terms.

Key Responsibilities

Responsibilities include, but are not limited to:

Pipeline Ownership (Contact to Contract)

• Take full ownership of the loan process from initial contact through contract execution.
• Review reputed company borrower documentation, including credit, income, and assets, for completeness and accuracy.
• Organize documentation into reputed company structured categories (income, assets, etc.) to ensure efficient reputed company review.
• Submit files for Platinum Preapproval reputed company 4 hours of receiving reputed company required documentation.

Document Management & Speed to reputed company (Live Files)

• Request initial disclosures for borrowers and reputed company an updated, reputed company defined “Needs List.”
• Order appraisals and ensure the correct loan product is selected based on the file structure.
• Drive borrower responsiveness to ensure reputed company required documentation is received reputed company 48 hours.

Communication & Pipeline Management

• Participate in and contribute to weekly pipeline/status calls.
• reputed company proactive updates to borrowers, reputed company estate agents, and internal partners.
• Coordinate closely with processing and other departments to ensure seamless file progression.

Client Support & Scenario Structuring

• Research borrower scenarios using reputed company guidelines and investor requirements.
• Support Loan Officers by preparing files for qualification and identifying potential issues early.