Prepare loan scenarios and financial analyses to support client consultations. This includes reviewing borrower information, evaluating loan options, and preparing financial comparisons that help the Mortgage Advisor guide clients through purchase or refinance strategies.
Serve as a primary point of contact for borrowers and real estate agents during the home search phase. Provide timely updates, answer questions, issue updated pre-approval letters, and help ensure all parties remain informed and aligned throughout the transaction.
Assist borrowers and agents when offers are submitted by preparing updated loan analyses, coordinating contract meetings, and ensuring the Mortgage Advisor has the necessary information to support contract discussions and strategy.
Help manage the active loan pipeline by monitoring file progress, coordinating with Credit Analysts, Loan Specialists, and operations teams, and ensuring transactions continue moving toward closing.
Execute loan locks within approved parameters and coordinate lock extensions when necessary, ensuring accurate communication with internal teams and timely updates for clients.
Monitor the pipeline for refinance opportunities and coordinate refinance consultations with the Mortgage Advisor when appropriate.

Strong mortgage knowledge and the ability to review and structure loan scenarios
Excellent verbal and written communication skills with the ability to build confidence with borrowers and real estate agents
Highly organized with the ability to manage multiple loan files and deadlines simultaneously
Strong problem-solving skills and ability to proactively identify and address issues in loan files
Comfortable collaborating with borrowers, real estate agents, and internal teams throughout the transaction lifecycle
Self-motivated with a high level of accountability and attention to detail
Experience working with CRM systems, loan origination software, and mortgage documentation processes
Mortgage industry experience required
NMLS licensing preferred or willingness to obtain licensing encouraged

Day One Coverage – Your benefits begin on your first day, so you’re supported from the start
Nationwide Medical, Dental & Vision Coverage – Comprehensive plans that travel with you, wherever you are
Mental Health Support When You Need It – Immediate access to virtual therapy with licensed providers for you and your eligible dependents (ages 6+), with your first few visits covered at no cost!
Health Savings Account (HSA) – Includes an employer contribution to help you plan for healthcare expenses
Employer-Funded Dependent Care FSA – Support for childcare and/or dependent care costs
Disability & Life Insurance – Provided at no additional cost to give you added peace of mind
Flexible PTO – Time off when you need it, so you can recharge and focus on what matters most
Extra Perks & Discounts – Including pet insurance, savings programs, and more to support life beyond work

Production Partner II

Key skills