Job Description
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: - Minimum 3+ years of experience in mortgage lending, preferably as a Loan Officer Assistant, Loan Processor, or similar role.
- Strong working knowledge of Fannie Mae/Freddie Mac guidelines and conventional loan programs.
- Experience running DU and LP , reviewing AUS findings, and working with lender portals.
- Exceptional income calculation skills (both salaried and self-employed borrowers).
- Excellent communication and customer service skills-must be comfortable explaining loan details to borrowers.
- Proficiency with LOS systems (e.g., Encompass, Arive, LendingPad, etc.).
- High attention to detail, organizational skills, and ability to manage multiple files simultaneously.
- NMLS license preferred but not required (depending on state regulations and responsibilities).
- Familiarity with FHA, VA, USDA loan programs.
- Experience with third-party processing or broker-to-lender submission workflows.
- Bilingual (Spanish/English) is a plus.
Compensation & Benefits: - Competitive salary based on experience
- Bonus or incentive structure based on loan volume and performance
- 401K, Medical, PTO and a great career path
Job Tags
Full time, Self employment, Relocation,