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 Branch 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 all borrower documentation, including credit, income, and assets, for completeness and accuracy.
- Organize documentation into clearly structured categories (income, assets, etc.) to ensure efficient underwriting review.
- Submit files for Platinum Preapproval within 4 hours of receiving all required documentation.
Document Management & Speed to Close (Live Files)
- Request initial disclosures for borrowers and provide an updated, clearly defined “Needs List.”
- Order appraisals and ensure the correct loan product is selected based on the file structure.
- Drive borrower responsiveness to ensure all required documentation is received within 48 hours.
Communication & Pipeline Management
- Participate in and contribute to weekly pipeline/status calls.
- Provide proactive updates to borrowers, real 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 underwriting guidelines and investor requirements.
- Support Loan Officers by preparing files for qualification and identifying potential issues early.