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About the Client
Our client is a fast-growing, technology-enabled mortgage brokerage serving diverse homebuyers and homeowners across multiple U.S. states. They focus on delivering a streamlined, organized, and highly communicative loan experience for both clients and partners. With a bilingual (English/Spanish) client base, they emphasize efficiency, accuracy, and customer care at every step of the mortgage process.
Why does this role exist?
The client’s three-person processing team is at capacity, creating bottlenecks that limit loan throughput and cause overflow into evenings and weekends. This role exists to take ownership of end-to-end file coordination—collecting documents, preparing complete submissions, and proactively communicating updates—so the pipeline moves without stalls. By adding a reliable, bilingual processor on Eastern hours, the team can scale volume while maintaining a smooth borrower experience.
The Impact you’ll make
Document collection and coordination
Request, collect, and track borrower documents (IDs, income/asset docs, disclosures) against lender checklists
Prepare and submit complete loan files to underwriters/lenders
Update and maintain loan pipeline/status in Monday.com
File preparation and submission
Assemble complete, compliant loan packages for submission to lenders/underwriters
Submit files via lender portals/email and log submissions and milestones
Track and clear conditions by coordinating with borrowers and internal team
Communication and client service
Communicate file updates between borrowers, lenders, and the internal team.
Team collaboration and compliance
Coordinate daily with the broker/owner and the existing processing team to align on priorities
Follow established SOPs and lender requirements; handle borrower data with discretion and confidentiality
Recommend small process improvements that increase speed and accuracy
Skills, Knowledge and Expertise
Required:
Strong spoken English and Spanish
Comfortable and confident making calls to borrowers and lenders; client-friendly phone presence
Highly organized and detail-oriented; able to manage multiple files and follow structured workflows
Proven written communication skills for clear, concise borrower and lender updates
Your superpowers are...
Technical: Document coordination, pipeline tracking, and task management; proficiency with Monday.com or similar boards/CRMs; basic understanding of loan file components and lender conditions
Communication: Clear, empathetic bilingual (English/Spanish) phone and email communication; expectation-setting and proactive follow-ups
Work style: Ownership mindset, urgency, reliability, and consistent follow-through; high attention to detail and data accuracy; discretion with sensitive information
Collaboration: Team player who aligns with broker and processors while working independently with minimal supervision
WFH Set-Up:
Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
Internet speed of at least 40MBPS
Headset with an extended mic that has noise cancellation and a webcam
Back-up computer and internet connection
Quiet, dedicated workspace at home
You should apply if...
You enjoy running the back-end of mortgage files, love checklists, and take pride in preventing delays
You’re energized by phone-based borrower/lender coordination and can communicate comfortably in both English and Spanish
You thrive in a structured, fast-moving workflow and proactively surface risks before they become issues
You want a long-term role supporting a growing brokerage during U.S. Eastern business hours
What to expect...
Work-from-home setup: Reliable internet, quiet workspace, and professional calling environment required
Working hours: Full-time, Monday–Friday, 11am–7pm Eastern
Compensation: $9/hour
Work Setup:
Remote position
Must have a reliable internet connection and a quiet workspace
Required to provide own computer with Intel Core i5 or something similar or higher operating system
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