Senior Loan Partner

Responsibilities

• Review borrower income, assets, credit, and loan structure
• Issue accurate and confident pre-approvals
• Run payment, rate, and closing cost scenarios
• Identify red flags early and collaborate on solutions
• Verify all loan documentation is complete and accurate
• Prepare files and documentation required for underwriting and verifications
• Report discrepancies or missing documentation to the Loan Officers
• Oversee pipeline from contract to close
• "Warm handoff" to processors: ensure files are complete
• Track deadlines, contingencies, and key milestones
• Deliver consistent weekly borrower and realtor updates
• Maintain CRM and Monday.com pipeline accuracy
• Help ensure loans close on time & help maintain our 5 Star Rating
• Serve as primary liaison between Loan Officers and clients
• Schedule meetings and strategy calls to clear outstanding items
• Answer transaction questions for clients and internal team members
• Provide a high-touch, concierge-level borrower experience
• Support follow-ups with pre-approved and active clients
• Provide administrative support, including call screening and scheduling
• Maintain file organization and communication tracking
• Ensure documentation and communication standards are met
• Create operational efficiency and consistency across the pipeline
• Support production growth initiatives and scaling efforts
• Serve as operational right-hand to team leadership
• Attend realtor and industry networking events
• Occasional travel for conferences and Nexa corporate trainings
• Exposure to high-level deal structuring and strategy
• Serve as operational right-hand to team leadership

Qualifications

• 3+ years mortgage experience (Loan Partner, LOA, or Loan Officer)
• Strong understanding of loan structuring and pre-approvals
• Experience managing loans from application through closing
• Excellent borrower and realtor communication skills
• High school diploma or equivalent required
• NMLS license or prior licensing/training
• Spanish fluency is a plus