Mortgage Loan Partner

Company Description

At Summit Funding, our mission is simple: to deliver the dream of homeownership with a five-star experience every time. We're a nationally recognized mortgage lender built on growth, integrity, and teamwork and we're looking for talented professionals who share that passion. If you're organized, self-driven, and thrive in a fast-paced environment supporting a top-producing Loan Officer, this is your opportunity to shine. 

Why Summit:

• Industry-leading training and career development.
• A culture built on growth, teamwork, and accountability.
• Competitive compensation and performance-based incentives.
• Clear career path for advancement to LP2 or Licensed Loan Officer.
• The stability and reputation of a national top-50 mortgage lender.

Job Description

Mortgage Loan Partner I - LPI

Starting pay rate ranges between $17.50 to $21.35/hr DOE and includes the potential to earn monthly bonuses based on production.

The Loan Partner I (LPI) is a critical member of the origination team, responsible for supporting a high producing Loan Officer through expert loan structuring, pipeline management, and client communication. You'll work closely with clients and agents throughout the pre-approval process while ensuring each file is set up for a smooth and successful closing. This position combines technical mortgage knowledge with strong communication and organizational skills - perfect for someone who loves precision, process, and people. 

Join the Summit team if you're ready to grow your career in a supportive, high-performance environment. We'd love to meet you. Apply today and discover why Summit Funding is where loan professionals come to build their future.

What our Loan Partner I is responsible for:

• Review loan application for accuracy and completeness. 
• Analyze income, credit, and assets to structure loans per FNMA, FHLMC, VA, and HUD guidelines. 
• Prepare, issue, and maintain client pre-approvals following Summit's branch standards and checklists. 
• Coordinate and schedule client consultations and follow-up appointments for the Loan Officer.
• Utilize Salesforce and Summit systems to track leads, manage follow-up, and maintain CRM data integrity.
• Support pipeline communication with clients, real estate partners, and internal team members.
• Assist with marketing, database management, and branch growth initiatives. 

Qualifications

• 1-3 years of recent mortgage experience preferred (Loan Partner, Loan Officer Assistant, or Processor).
• Strong working knowledge of conventional, FHA, VA, and USDA programs.
• Skilled in loan structure, income calculation, and file review.
• Proficient in Salesforce, Encompass, or similar CRM/LOS systems.
• Exceptional attention to detail, follow-through, and communication skills.
• Passionate about creating an outstanding client experience.

Additional Information

All your information will be kept confidential according to EEO guidelines.