Loan Partner Hybrid, South Tampa

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: $55000 $70000

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)