Description
The RATERIGHT Team is a fast-growing, referral-driven mortgage team inside Nexa Mortgage - the largest wholesale mortgage broker in the United States with access to 280+ lenders and some of the most competitive loan programs in the market.
We are growingquickly and intentionally.
Which means we need an agile, sharp, calm-under-pressure Senior Loan Partner who can help steady the ship while we scale.
This is not a back-office paper-pushing role.
You are the operational force that keeps files moving, clients informed, and the experience smooth from pre-approval to closing. You ensure nothing falls through the cracks and that every borrower and referral partner feels taken care of at a high level.
You will work directly with Yianni Garcia - a high-energy, relationship-driven mortgage broker known for leading with both warmth and high standards. Expect a fast pace, clear communication, big expectations, and a lot of trust.
We're looking for someone who thrives in motion.
Someone who can bring order to growth, keep file flow clean, keep clients happy, and grow with a business that's scaling quickly.
If you like ownership, momentum, and being part of building something meaningful, you'll feel right at home here.
Compensation- Base Salary: $60,000 - $70,000 (based on experience), Per-File Bonus Structure: 0-10 loans/month: $150 per closed loan, 11-20 loans/month: $200 per closed loan, 21+ loans/month: $250 per closed loan, Additional Earnings: Bonuses for self-generated business, Nexa revenue share, Leadership growth opportunities, Benefits & Perks: Health insurance, 21 days PTO, 401(k) access, Industry coaching & development, Conferences & events, Leadership growth track
Responsibilities
Pre-Application & Pre-Approval
• Review borrower income, assets, credit, and loan structure
• Issue accurate and confident pre-approvals
• Run payment, rate, and closing cost scenarios
• Identify red flags early and collaborate on solutions
• Verify all loan documentation is complete and accurate
• Prepare files and documentation required for underwriting and verifications
• Report discrepancies or missing documentation to the Loan Officers
Pipeline & File Execution
• Oversee pipeline from contract to close
• "Warm handoff" to processors: ensure files are complete
• Track deadlines, contingencies, and key milestones
• Deliver consistent weekly borrower and realtor updates
• Maintain CRM and Monday.com pipeline accuracy
• Help ensure loans close on time & help maintain our 5 Star Rating
Client & Partner Communication
• Serve as primary liaison between Loan Officers and clients
• Schedule meetings and strategy calls to clear outstanding items
• Answer transaction questions for clients and internal team members
• Provide a high-touch, concierge-level borrower experience
• Support follow-ups with pre-approved and active clients
Administrative & Operational Support
• Provide administrative support, including call screening and scheduling
• Maintain file organization and communication tracking
• Ensure documentation and communication standards are met
• Create operational efficiency and consistency across the pipeline
Team & Leadership Support
• Support and help manage the Loan Officer Assistant
• Collaborate closely with contract processors
• Improve systems and workflows as volume increases
• Support production growth initiatives and scaling efforts
• Serve as operational right-hand to team leadership
Exposure, Travel & Professional Development
This role includes opportunities beyond the desk:
• Attend realtor and industry networking events
• Occasional travel for conferences and Nexa corporate trainings
• Exposure to high-level deal structuring and strategy
• Leadership development within a top-producing Nexa team
Qualifications
Required Experience
• 3+ years mortgage experience (Loan Partner, LOA, or Loan Officer)
• Strong understanding of loan structuring and pre-approvals
• Experience managing loans from application through closing
• Excellent borrower and realtor communication skills
• High school diploma or equivalent required
• NMLS license or prior licensing/training
• Spanish fluency is a plus
Technical Skills
• Proficiency in Microsoft Office required
• Experience with CRM and mortgage software preferred
• Familiarity with DU/LP, LOS platforms, and mortgage workflows
• MLS and industry technology familiarity are a plus
Core Competencies
• Highly organized and detail-oriented
• Strong urgency and follow-through
• Goal-oriented with excellent customer service
• Process-driven and improvement-minded
• Calm under pressure and deadline-focused
• Proactive communicator and problem solver
Who Thrives Here
This role is ideal for someone who:
• Has 3+ years in mortgage origination or production support
• Understands guidelines and enjoys structuring loans
• Is proactive, organized, and calm under pressure
• Wants hands-on mentorship and long-term growth
• Values execution, ownership, and momentum
• Seeks a leadership-track role inside a scaling business