About The Position
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. This role exists because 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.
Requirements
- Strong spoken English and Spanish
- Comfortable and confident making calls to borrowers and lenders; client-friendly phone presence
- Availability Monday–Friday, 11am–7pm Eastern (40 hours/week)
- 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
- 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
- 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
Nice To Haves
- 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
Responsibilities
- 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
- 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
- Communicate file updates between borrowers, lenders, and the internal team.
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
