Mortgage Strategy Manager Jobs (NOW HIRING)

Are you looking for a stable, salaried position as a Loan Partner Pre-Approval Specialist? Would you enjoy being on a team where you would help structure loans, advise on DSCR and Non-QM investor loans, and solve loan puzzles in real time without having to hunt for new business or live 100% on commission? This is an in-house consultative sales and mortgage strategy role for the Loan Officer’s Sr. Support Closer. Our ideal applicant is: A licensed Loan Partner with the ability to engage in consultative sales and mortgage strategy conversations with real estate investors to assess borrower readiness, evaluate DSCR and Non-QM loan scenario viability, and structure investor loan solutions. A self-starter who takes ownership and gets things done A person who loves solving puzzles in real time An excellent communicator who cares about clients Someone who thrives in a fast-paced environment and values accuracy ·Personable, professional, and coachable A team player who supports the loan officer and communicates with confidence Detail-driven, accountable, proud of your work with a great attitude Bilingual in Spanish and English is a big PLUS+ Experience with DSCR and Non-QM Investor Loans is a big PLUS+ We are seeking a driven and detail-oriented Loan Partner 2 Pre-Approval Specialist to manage borrower prequalification, pre-approvals, and pipeline execution for a high-performing Mortgage Broker team. If you have a passion for qualifying clients and want to be part of a great team, this could be the perfect opportunity for you. The LP2 role plays a critical role in ensuring loans are structured properly, communicated clearly, and closed on time. This team member works closely with the Loan Officer, borrowers, processors, underwriters, and third-party partners to maintain 95%+ on-time closings while delivering a concierge-level borrower and referral partner experience. Compensation - $65,000 - $75,000 with the ability to earn $150,000 - $200,000, including sales bonuses Responsibilities: Essential Duties of this Position Prequalify Engage in consultative sales and mortgage strategy conversations with Investors to help assess general borrower readiness and scenario viability Advise on DSCR and Non-QM investor loans, and solve loan puzzles in real time Answer client and referral partner questions Communicate effectively with all referral partners (Realtors, financial advisors, builders, and other partners) using clear, accurate, and compliant language Pre-Approve Accurately pre-approve qualified borrowers Prepare payment and scenario requests Proactively engage pre-approved buyers Communicate effectively with referral partners Pipeline Management Onboard all new contracts for rate lock consultation Submit applications to processing for disclosures Execute borrower updates, pre-closing, and funding calls Perform daily pipeline “gauge checks” Attend pipeline meetings and milestone reviews Deliver consistent borrower and Realtor updates Review Closing Disclosures for accuracy Conduct pre-closing and congratulatory funding calls Provide post-closing support and urgent after-hours assistance Additional Role Expectations Maintain high professionalism in all written and verbal communication Act as a concierge between borrowers and business partners Consistently exceed borrower and referral partner expectations Qualifications: Ability to conduct consultative sales and mortgage strategy conversations with investors to assess borrower readiness and scenario viability 3-5 years of experience as a Mortgage Loan Officer Assistant or in origination Active NMLS license and licensed in at least one of these states : Georgia, Florida, California, Texas, Arizona Proficient in DU/DO, LP, and investor guidelines Experience with major LOS platforms Strong verbal and written communication skills Excellent organization, prioritization, and time management Great at collaborating and communicating with the team daily Completion of regulatory and compliance training Non-QM and DSCR knowledge are a Plus+ Bilingual (Spanish and English) is a Plus+ Broker experience is a Plus+ Compensation: $65,000 - $75,000

• Essential Duties of this PositionPrequalify • Engage in consultative sales and mortgage strategy conversations with Investors to help assess general borrower readiness and scenario viability • Advise on DSCR and Non-QM investor loans, and solve loan puzzles in real time • Answer client and referral partner questions • Communicate effectively with all referral partners (Realtors, financial advisors, builders, and other partners) using clear, accurate, and compliant languagePre-Approve • Accurately pre-approve qualified borrowers • Prepare payment and scenario requests • Proactively engage pre-approved buyers • Communicate effectively with referral partners Pipeline Management • Onboard all new contracts for rate lock consultation • Submit applications to processing for disclosures • Execute borrower updates, pre-closing, and funding calls • Perform daily pipeline “gauge checks” • Attend pipeline meetings and milestone reviews • Deliver consistent borrower and Realtor updates • Review Closing Disclosures for accuracy • Conduct pre-closing and congratulatory funding calls • Provide post-closing support and urgent after-hours assistance Additional Role Expectations • Maintain high professionalism in all written and verbal communication • Act as a concierge between borrowers and business partners • Consistently exceed borrower and referral partner expectations •  

Compensation:
$65,000-$75,000 per year