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Insight Global

Mortgage Loan Partner

Insight Global, San Diego, California, United States, 92189

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Base pay range $75,000.00/yr - $85,000.00/yr

About the Role Cornerstone Mortgage Group is seeking an experienced

Loan Partner

with an active NMLS license to support high‑volume, compliant loan production. This role is critical in driving efficiency, maintaining regulatory compliance, and delivering an exceptional borrower experience.

Key Responsibilities

Launch and manage pre‑approval applications; verify borrower eligibility against program and investor guidelines.

Collect, index, and track required documentation; manage conditions and outstanding stipulations.

Loan Structuring & Pricing

Analyze scenarios to recommend optimal products and pricing; ensure locking strategies align with borrower goals and compliance requirements.

Prepare detailed loan summaries for underwriting; submit and track exception requests with supporting documentation.

Coordinate communication among loan officers, processors, and underwriters to keep files moving on schedule.

Escalate risks early; resolve issues promptly and maintain audit‑ready files.

Compliance & Quality

Ensure adherence to TRID/TILA/RESPA and all applicable state and investor guidelines.

Maintain accurate records, data integrity, and version control; support audits and QC reviews.

Borrower Experience

Provide timely, transparent updates; set clear expectations for milestones, conditions, and closing logistics.

Champion a consultative approach that balances speed with compliance and clarity.

Required Skills & Experience

5–10+ years of recent mortgage experience in a Loan Partner, Processor, or LOA role within retail or independent mortgage banking.

Experience with non‑QM products.

Strong knowledge of investor guidelines and ability to draft, submit, and follow through on exception requests.

Proficiency with

Encompass

LOS.

Nice to Have

Ability to quote rates and perform origination tasks.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Administrative

Industries

Investment Banking

Benefits

Medical insurance

Vision insurance

401(k)

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