Loan Partner / Sales Assistant

Powerful Mortgage Team. Professional Growth. 5-Star Client Experience.

Are you an experienced Loan Partner who’s tired of feeling like just another cog in the machine?

We're looking for a high-performing, detail-obsessed Loan Partner 2 who thrives in fast-paced environments and loves making things run like clockwork.

In this pivotal role, you’ll be the backbone of our mortgage process — working closely with our loan officers, borrowers, real estate agents, and processors to make sure every pre-approval is solid and every loan closes on time.

If you're confident in your knowledge of cash, credit, capacity (income), and collateral — and you're passionate about delivering a high-touch experience — we want to talk to you.

What You’ll Do

Prequalify Borrowers

• Connect with borrower(s) within 24 hours of their Loan Consultation
• Review & analyze income, credit, and asset documentation
• Communicate qualification expectations clearly and compassionately

Issue Clean, Accurate Pre-Approvals

• Accurately pre-approve eligible buyers
• Run payment scenarios and manage loan structure guidance
• Maintain proactive communication with both borrowers and agents
• Follow up weekly with all pre-approved but not-yet-under-contract buyers

Drive the Pipeline Forward

• Onboard newly executed contracts and schedule Rate Lock Consultations
• Submit files to processing with clean, complete loan applications
• Conduct weekly status updates, pre-closing, and funding calls
• Track the pipeline daily to prevent delays and keep everything moving
• Resolve issues independently — before they reach the Loan Officer

You’re a Great Fit If You:

• Have strong mortgage knowledge and experience with loan structuring
• Know your way around income calculation and credit review
• Communicate with confidence, empathy, and clarity
• Obsess over accuracy and don’t let anything slip through the cracks
• Want to be part of a high-performance, supportive team that’s growing fast

Why You’ll Love This Role

• You’ll make a direct impact on people’s financial lives
• You'll collaborate with a team that values excellence, integrity, and growth
• You’ll work in a systematized, well-run environment with high expectations and high support

This is not an entry-level role.

We're looking for a professional who’s ready to hit the ground running and help us scale without sacrificing quality.

Think you're the one we’re looking for?

Apply now and tell us what stood out to you about this role — we can’t wait to meet you.

$40,000 - $60,000 plus performance-based bonuses

Key Responsibilities – What You’ll Own Day-to-Day

This role plays a crucial part in delivering a high-level client and partner experience throughout the home loan process. You’ll manage communication, qualify borrowers, support the Loan Officer, and act as a critical link between prospects, clients, Realtors, and internal team members.

Manage Prospects

• Respond to borrower inquiries within 2 hours of lead receipt to pre-screen
• Schedule Discovery Calls between the borrower(s) and the Loan Officer
• Maintain ongoing communication with prospects in the pre-application pipeline
• Keep referring Realtor partners updated on all lead activity and status

Pre-Qualify Borrowers

• Reach out to all new applications within 24 hours of assignment by the Loan Officer
• Conduct detailed reviews of the 1003 with borrower(s) and gather needed documentation
• Explore all financing options before declining any pre-approval
• Keep Realtor partners in the loop on pre-approval status and progress
• Stay current on investor guidelines, loan products, and program updates

Pre-Approve with Confidence

• Clearly explain pre-approval details and boundaries to borrowers
• Send supplemental documents as needed (e.g., Pre-Approval Addendum)
• Immediately notify Realtor partners when pre-approvals are issued
• Prioritize and expedite rush pre-approval requests
• Flag potential issues or red flags to the Loan Officer or Team Captain
• Dedicate at least one hour each week to proactive follow-ups with pre-approved buyers

Pipeline Ownership

• Quickly onboard all newly executed contracts for next-step coordination
• Perform daily pipeline “gauge checks” to identify loans needing urgent attention
• Participate in weekly branch pipeline meetings to track milestones
• Deliver Tuesday update calls to borrowers (and agents as needed)
• Work closely with the loan processing team to ensure smooth transitions
• Contact all parties (borrowers, attorneys, Realtors) 24 hours before contingencies expire
• Review Closing Disclosures to confirm accuracy against Loan Estimates
• Conduct pre-closing calls with clients (48 hours prior to close)
• Make celebratory funding calls to borrowers and agents on closing day
• Provide helpful post-closing and funding support
• Be available for urgent evening questions via mobile or email
• Go above and beyond to exceed the expectations of both borrowers and referral partners

Additional Expectations

• Professionalism: Communicate clearly and professionally in all emails and conversations—no slang or short responses
• Client Experience: Act as a trusted concierge and point of contact for borrowers and business partners throughout the process

Standard Job Requirements

• NMLS license preferred but not required. Must be open to obtaining
• Preferred minimum of 3 years in mortgage processing, underwriting, or origination
• Proficient in DU/DO, LP, and major investor guidelines
• Experience with Loan Origination Systems (Encompass, Arrive, etc.)
• Skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, OneNote)
• Ability to learn, navigate, and master new technologies
• Strong verbal and written communication skills
• Ability to work under pressure and meet deadlines
• Excellent time management & organizational skills
• Ability to collaborate across the branch and corporate levels
• Completion of regulatory & compliance training

Gauranteed Rate is redefining the mortgage experience through expert guidance, exceptional communication, and an unwavering commitment to service. We partner with homebuyers and real estate agents to deliver a smooth, strategic, and financially empowering journey to homeownership.

Our mission is to build wealth and confidence for clients through financial education, smart lending strategies, and a white-glove experience that stands out in the industry.

We're not just looking for talent—we're looking for passionate, driven professionals who thrive in a fast-paced environment and genuinely care about helping others. If you're looking to grow in a culture of excellence, innovation, and purpose, we’d love to meet you.