Senior Loan Partner

About the role

This is not an entry-level position. The Senior Loan Partner is the Broker/Owner's #2 and works directly alongside him on everything the business does. The core of the role is loan management — LOA and LP-level work, shared responsibility for every file from application through closing. Beyond that, the right candidate will be involved in building the business: attending and running events, strengthening Realtor relationships, helping coordinate content, and as we grow, helping support the loan officers we bring on.

Responsibilities

• Files and pipeline (the core of the role):
  • First point of contact for new clients after their initial consultation
  • File setup in ARIVE — applications, credit, income calculations, documents, disclosures, AUS (DU/LP)
  • Ability to calculate multiple types of income
  • Issue pre-approval letters through ARIVE, including pulling VA Certificates of Eligibility
  • Under-contract setup — purchase agreements, loan structuring
  • Track the pipeline daily and flag issues before they become problems
  • Keep clients and Realtors informed throughout every file — proactively, before they have to ask
• Relationships And Events:
  • Follow up with leads, pre-approved buyers, and Realtor partners so nothing slips
  • Help build and strengthen Atwood Mortgage's referral network
  • Attend and help run events — CE classes, partner appreciation events, client events
  • Occasional travel to industry events, trainings, and conferences
• Business Operations And Growth:
  • Manage the Broker/Owner's calendar and triage email
  • Help coordinate content production — video shoots, social posts, campaign logistics
  • As Atwood Mortgage grows, help support and manage the loan officers we recruit
  • Take on additional responsibilities as the business evolves

Requirements

• 3+ years of mortgage experience — LOA, processor, underwriter, or former loan officer moving to the operations side
• Strong knowledge of Conventional, FHA, VA, and USDA guidelines
• Experience with ARIVE or a similar LOS
• NMLS-licensed, or willing and able to pass the exam within 90 days of hire (we cover the cost)

Qualifications

• You love the phone. You'd rather call than text. You don't wait three hours to return a voicemail.
• You take initiative. When you see something that needs to happen, you handle it or flag it.
• You love a checklist. You get satisfaction from closing loops and making sure nothing falls through.
• You're comfortable in front of people. You can represent Atwood Mortgage at an event, a CE class, or a partner meeting without freezing up.
• You stay steady under pressure. Three things hitting at once doesn't rattle you.
• You want a career, not a stopover. You're looking to grow with one company over the long term.

Benefits

• Paid time off
• NMLS licensing costs covered
• Travel expenses covered for events and industry conferences
• Employee discount
• Referral program

Pay

$65,000.00 - $90,000.00 per year

Schedule

Monday–Friday, 8–5, in-office role. In busy season (roughly March–October), this business happens when clients and Realtors are available.