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https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0 C1 ENGLISH LEVEL IS REQUIRED, THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR WHOLE SHIFT.
Loan Processing Assistant
KHODJ1
Mortgage / Residential and commercial real estate financing
LATAM preferred / Open PH / South Africa / Egypt
Part Time (Growing into Full Time within the first 30 days)
Monday to Friday, 9am to 2pm EST (9am to 6pm when Full Time)
$6 - $8 per hour
About the Client:
The client is a U.S.-based company specializing in residential and commercial real estate financing. They operate as a brokerage, helping clients across the United States secure loan approvals by connecting them with financial institutions. Their team focuses on guiding borrowers through the loan process, from initial application to final funding, ensuring a smooth and efficient experience. They are currently looking to expand their operations by bringing on a reliable and detail-oriented virtual assistant to support their growing loan pipeline.
About the Role:
The Loan Processing Assistant will be responsible for managing loan files after they have been approved by the sales team and are ready to move forward. This role acts as a key liaison between the company, borrowers, and banks, ensuring that all documentation is accurate, complete, and submitted properly. The position will start as part-time with the goal of transitioning to full-time within the first 30 days based on performance. The ideal candidate is proactive, detail-oriented, and committed to getting tasks done efficiently without constant supervision.
Key Responsibilities
Loan Processing Coordination
Manage loan files from intake through submission-ready status
Receive and organize borrower documentation into structured folders
Act as the main point of contact between borrowers, lenders, and the internal team
Ensure all required documentation is collected, reviewed, and submitted accurately
Prepare complete and clean lender-ready submission packages
Assist in clearing lender conditions efficiently throughout the process
Support closing coordination tasks including insurance, title, and final closing items
Pipeline Management
Handle multiple active loan files simultaneously while tracking progress and deadlines
Review all active files daily to ensure steady movement and timely follow-ups
Maintain accurate pipeline trackers and status updates
Audit files regularly for missing documents, delays, or bottlenecks
Ensure no loan file remains untouched for more than 24 hours
Maintain visibility across all active loans and escalate issues proactively
Documentation & Quality Control
Review documents carefully before submission to avoid errors or missing information
Rename, organize, and upload files properly within internal systems and lender portals
Follow established checklists and processes without making assumptions
Ensure accuracy and completeness in all submitted documentation
Maintain high standards for both speed and quality control
Track and update lender conditions until fully cleared
Communication & Follow-ups
Communicate clearly and professionally with borrowers, lenders, and internal staff
Follow up consistently on missing documentation and pending conditions
Provide proactive updates to the loan officer and internal stakeholders
Consolidate document requests into organized and clear communication whenever possible
Send end-of-day updates regarding file progress and outstanding items
Escalate concerns, delays, or discrepancies early to avoid process interruptions
Qualifications & Skills
Must Have
Strong attention to detail and organizational skills
Excellent communication skills in English, both written and verbal
Basic proficiency with Excel, Word, PDF tools, and file management systems
Tech-savvy with the ability to quickly learn new platforms and lender portals
Ability to multitask and manage priorities in a fast-paced environment
Strong sense of urgency and ability to meet turnaround expectations
Ability to work independently with minimal supervision
Preferred
Experience working with CRMs or loan processing platforms
Previous experience in administrative, operations, mortgage, or data entry roles
Exposure to real estate, mortgages, lending, or financial services industries
Familiarity with loan processing software such as Encompass is a plus
Experience handling document-heavy workflows and deadline-driven processes
Personality Traits
Highly reliable, accountable, and organized
Proactive with strong follow-through skills
Strong work ethic and commitment to accuracy
Problem-solver mindset with high ownership and minimal excuses
Comfortable working under deadlines and managing multiple moving parts
Eager to learn, improve, and grow within the company
Performance Expectations & Success Metrics
Maintain 90%+ file organization accuracy
Review and organize incoming documents within 24 hours
Clear lender conditions within expected turnaround times whenever possible
Successfully manage 2–3 loan files independently within the first 30 days
Maintain organized pipeline tracking and timely communication across all active files
