Advanced Loan Partner 2

Description Loan Partner 2 (LP2) - Build, Learn & Scale With a Top Nexa Mortgage Team Team: RateRight Team, powered by Nexa Mortgage (the largest mortgage broker in the U.S.) Location: In-office for first 90 days - Hybrid thereafter Why This Role Exists We are a small but fast-growing mortgage team operating inside Nexa Mortgage, the #1 wholesale mortgage broker in the country, with access to 280+ lenders. O We currently average 8 loans per month and are confidently positioned to grow to 15+ loans per month within the next 3-6 months. This role is a key driver of that growth. This is not a passive support position - it's a career-building opportunity for someone who wants to master the mortgage process, gain direct exposure to leadership, and grow into a high-impact operational role. Your Role on the Team As our Loan Partner 2 (LP2), you'll be the execution backbone supporting: • 4 Loan Officers • 1 Loan Officer Assistant (LOA), you will help manage and develop • 3 contract processors you'll collaborate with on active files You'll oversee pre-approvals, pipeline execution, borrower and realtor communication, and overall file momentum - ensuring loans move cleanly and on time. 90-Day Ramp-Up & Training Model For the first 90 days, this role will be in-office, working closely alongside Yianni Garcia, Team Lead. This shadowing period is intentional and critical. During this time, you will: • Sit in on real borrower and realtor conversations • Learn how complex scenarios are structured and solved • Adopt the team's systems, workflows, and communication standards • Build confidence, autonomy, and decision-making speed After ramp-up, the role will transition to a hybrid structure, once self-sufficiency and adoption are achieved. Compensation & Benefits • $70,000 base salary • $150 per closed loan bonus Compensation Outlook: • At current production (8 loans/month): ~$85,000 annually • At scaled production (16-20 loans/month within 3-6 months): $100,000+ annually Additional benefits include: • Health insurance • Standard employee benefits • Nexa revenue share program • Long-term growth and leadership upside as the team scales The Bigger Picture You'll be operating inside Nexa Mortgage with the agility of a boutique team and the power of a national platform. This role is designed for someone who wants to learn fast, contribute immediately, and grow with the business. Responsibilities Pre-Application & Pre-Approval • Review borrower income, assets, credit, and structure • Issue accurate, confident pre-approvals • Run payment and closing cost scenarios • Identify red flags early and collaborate on solutions Pipeline & Execution • Manage files from contract to close • Coordinate with processors, underwriting, and third parties • Deliver weekly borrower and realtor updates • Ensure deadlines, contingencies, and milestones are met • Help close 95%+ of loans on time Team & Leadership Support • Support and help manage the Loan Officer Assistant • Collaborate closely with contract processors • Improve systems and workflows as volume increases Exposure, Travel & Development This role includes opportunities beyond the desk: • Attend realtor events and networking functions • Occasional travel for conferences, Nexa corporate trainings, and learning & development • Exposure to high-level mortgage strategy and leadership inside Nexa • Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/ loan officer • Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork • Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss outstanding items • Provide administrative support such as screening and making calls, booking appointments, etc. • Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction Qualifications Who Thrives Here This role is ideal for someone who: • Has 3+ years in mortgage processing, underwriting, origination, or LP work • Understands guidelines and enjoys problem-solving • Is organized, proactive, and calm under pressure • Wants hands-on mentorship and long-term growth • Values execution, ownership, and momentum Spanish fluency is a plus, but not required. • Highly motivated and goal-oriented with excellent customer service and communication skills • Preferred degree in banking or finance, and a high school diploma or equivalent is required • Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred • At least 5+ years of professional office environment required, preferably as a loan officer assistant or mortgage assistant • Although not required, having an NMLS license or training is preferred