Job Description

Organization Overview:

Our client is a reputable and growing insurance agency based in Tampa, FL. They are committed to delivering outstanding service, maintaining compliance, and building long-term relationships with clients across Florida. With a focus on professionalism, efficiency, and customer care, this is an opportunity to join a respected agency offering both stability and career growth.

Position Overview:

Our client is seeking an experienced, detail-oriented, and highly capable Loan Partner to support 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 while providing expert guidance to clients throughout the mortgage process.

Office Location: South Tampa, FL (Hybrid local candidates only)

Compensation: $55,000 $70,000

Position Type: Full-time

Reports To and Collaborates With: Agency leadership and client service team

Start Date: As soon as possible

Responsibilities:

• Manage 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 (credit, income, assets, liabilities) for accuracy and completeness
• Perform income calculations (W-2, self-employed, etc.) in line with underwriting guidelines
• Run DU/LP findings, interpret results, and prepare conditions for submission
• Register and submit loans to lenders through various portals
• Clearly explain loan products, rates, closing costs, and mortgage processes to borrowers
• Prepare and send initial disclosures, ensuring compliance with federal and state regulations
• Maintain ongoing communication with clients, lenders, title companies, and other stakeholders
• Track loan milestones and proactively resolve issues throughout the pipeline
• Collaborate closely with processors, underwriters, and loan officers to meet deadlines

Qualifications:

• Minimum 3+ years of experience in mortgage lending (Loan Officer Assistant, Loan Processor, or similar role)
• Strong knowledge of Fannie Mae/Freddie Mac guidelines and conventional loan programs
• Experience running DU and LP, reviewing AUS findings, and working with lender portals
• Advanced income calculation skills (salaried and self-employed borrowers)
• Excellent communication and customer service skills; able to explain complex loan details clearly
• 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 requirements)

Preferred Qualifications:

• Familiarity with FHA, VA, and USDA loan programs
• Experience with third-party processing or broker-to-lender submission workflows
• Bilingual (English/Spanish) is a plus

Benefits:

• Competitive salary (based on experience)
• Bonus and incentive structure tied to loan volume and performance
• Health, Dental, and Vision insurance options
• 401(k) retirement plan
• Paid Time Off (PTO)

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