This is a remote position.
Day-To-Day:
Review and confirm application information
Review waterfall documents to determine the appropriate lender for deal submission and ensure accurate allocation based on lender criteria.
Financial analysis of bank statements to ensure the financial health of the business meets necessary qualifications.
Send submissions to the lender through the lender’s online portal.
Collaborate with loan officers, underwriters, and other team members for efficient processing.
Leverage analytical skills and think outside the box to navigate complex deal structures, ident
Identify potential roadblocks, and develop innovative solutions that drive deals to successful completion.
Maintain accurate and up-to-date records of loan applications that were submitted.
Stay updated on industry trends, regulations, and best practices related to loan processing and underwriting.
Adhere to compliance guidelines and internal policies to ensure a high level of integrity and risk management.
Requirements
Qualifications:
Tools - Zoho CRM, Excel, G suite, Google Chat (Mode of Communication), Ring Central - phone number
Timeliness & Commit
Detail oriented
Proactive
Benefits
-100% Work from Home - 9 am - 6 pm EST- HMO
-Paid Leaves
Expert VA provides executive-grade virtual assistant services designed for CEOs, founders, executives, and business owners who need strategic support beyond task completion. The company offers specialized services across revenue generation (appointment setting, lead generation, ISA/OSA), operations (CRM management, accounting support, transaction coordination), and client experience (customer support, digital marketing, social media management, e-commerce support). Each virtual assistant is rigorously vetted, trained, and certified through the Expert VA Academy, then strategically matched to clients based on their specific goals, workflows, and culture. The company emphasizes alignment-first execution, professional polish, and strategic awareness, backed by a 95% client retention rate and dedicated account management for ongoing performance optimization.
